The VESTWELL ADVISORS is a privately held investment adviser that advises $1.03Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. VESTWELL ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 621.08% over the last 5-years.
The Group has been registered with the SEC for 10.05 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 360 MADISON AVENUE 15TH FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 30 employees comprised of 30 investment and 0 non-investment staff. The total number of Employees decreased by 65.52% over the last 5-years.
Their $1.03Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 2,000 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $681.79mn or 66.45% of Total Assets and Individuals own $344.3mn or 33.55% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are Pension and Profit Sharing Plans-Private and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
VESTWELL ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.