VESTWELL ADVISORS LLC

360 Madison Avenue
15th Floor
New York, New York 10017
Tel: 917-979-5358

About VESTWELL ADVISORS LLC

VESTWELL ADVISORS LLC, formally registered with the SEC as VESTWELL ADVISORS LLC. The firm was established in 07/15/2016. They have over 1 offices throughout the country.

VESTWELL ADVISORS LLC is a New York, New York based Financial Planning firm with nearly $279,513,513 assets under management, offering retirement planning & investment advisory services to 18855 clients. The firm is staffed with 386 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284173
SEC#	801-107981
Assets Managed by Firm	$279,513,513
No. of Clients	18855
No. of Advisors	386

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Other (3(38) ERISA INVESTMENT MANAGER)

Firm Client Information

	No. of Clients	AUM
Firm Total	18855	$279,513,513
Individuals (other than high net worth individuals)	3659	$3,859,293
Pension and profit sharing plans	4385	$275,654,220

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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