| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Douglas Schumm Control | Ceo | Under 5% | 2016 |
| Allison Leigh Brecher Control | Chief Compliance Officer | Under 5% | 2020 |
| Allison Leigh Brecher Control | Chief Legal Officer | Under 5% | 2017 |
Vestwell Advisors LLC reports $427.1 million in regulatory assets under management on its Form ADV.
Vestwell Advisors LLC reports 23 employees.
Vestwell Advisors LLC is based in New York, NY and has been SEC-registered since 2016.
Vestwell Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 360 Madison Avenue, 15th Floor, New York, NY 10017 |
| Phone | 917-979-5358 |
| Office hours | 9a.m.-6p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $427.1M |
| Total (RAUM) | $427.1M |