Vestmark Advisory Solutions, Inc.
● SEC registered since 2018CRD 221518SEC# 801-114077Wakefield, MA
Reg. AUM
$49.85B
Employees
33
Accounts
84,069
Location
Wakefield, MA
Vestmark Advisory Solutions, Inc. assets under management
Vestmark Advisory Solutions, Inc. operates as an SEC-registered investment adviser based in Wakefield, MA. The firm has been registered since 2018. It reports $49.9 billion in regulatory assets under management and employs 33 people.
Vestmark Advisory Solutions, Inc. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Angela Wanda Gingras Control | Vice President, Advisory Operations | Under 5% | 2025 |
| Conor W Daly Control | Chief Legal Officer | Under 5% | 2025 |
| Denise Marie Adamczyk | Chief Compliance Officer | Under 5% | 2021 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Vestmark Advisory Solutions, Inc. manage?
Vestmark Advisory Solutions, Inc. reports $49.9 billion in regulatory assets under management on its Form ADV.
How many employees does Vestmark Advisory Solutions, Inc. have?
Vestmark Advisory Solutions, Inc. reports 33 employees.
Where is Vestmark Advisory Solutions, Inc. located?
Vestmark Advisory Solutions, Inc. is based in Wakefield, MA and has been SEC-registered since 2018.
Does Vestmark Advisory Solutions, Inc. disclose fund performance?
Vestmark Advisory Solutions, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Quannapowitt Pkwy, Suite 205, Wakefield, MA 01880 |
| Phone | 888-355-0477 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$49.85B▲ 398%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 3%
Larger than 97% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$49.85Bregulatory AUM
Discretionary $15.8BNon-discretionary $34.06B