Vestwell Advisors LLC
● SEC registered since 2016CRD 284173SEC# 801-107981New York, NY
Reg. AUM
$1.03B
Employees
30
Accounts
83,310
Location
New York, NY
Vestwell Advisors LLC assets under management
Vestwell Advisors LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2016. It reports $1 billion in regulatory assets under management and employs 30 people.
Vestwell Advisors LLC owners & executives
12 reported| 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 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Vestwell Advisors LLC manage?
Vestwell Advisors LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Vestwell Advisors LLC have?
Vestwell Advisors LLC reports 30 employees.
Where is Vestwell Advisors LLC located?
Vestwell Advisors LLC is based in New York, NY and has been SEC-registered since 2016.
Does Vestwell Advisors LLC disclose fund performance?
Vestwell Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$1.03B▲ 267%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$1.03Bregulatory AUM
Discretionary $0Non-discretionary $1.03B