RIA Intel›Advisers›New York›VESTWELL ADVISORS LLC

VESTWELL ADVISORS LLC

Advisory

N·NEW YORK, NY

Data as of Apr 27, 2026 · Source: SEC Form ADV

Total AUM

$1.0B

1-Year AUM Growth

+56.1%

3-Year CAGR

+23.9%

Employees

30

Assets Under Management

Total AUM$1.0B

Discretionary AUM$0

Non-Discretionary AUM$1.0B

Discretionary %0%

Total Clients7,946

Team

Total Employees30

Investment Advisers30

Employee Growth (1Y)—

Filing History

Total Filings on Record23

First FilingJun 10, 2016

Latest FilingApr 27, 2026

🔒 Full AUM trend chart and 23 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on VESTWELL ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.