VESTMARK ADVISORY SOLUTIONS, INC.
CRD #221518 SEC #801-114077 WAKEFIELD, MA 888-355-0477
SEC Registered
Total AUM
$10B
Discretionary
$5.6B
Employees
22
Clients
--
Accounts
32,047
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $10B | $5.6B | $4.4B | 22 | 0 |
| Mar 2024 | $5.6B | $3.7B | $2B | 27 | 0 |
| Oct 2023 | $3.5B | $3.2B | $270.2M | 18 | 3 |
| Aug 2023 | $3.5B | $3.2B | $270.2M | 18 | 3 |
| Jul 2023 | $3.5B | $3.2B | $270.2M | 18 | 3 |
| Mar 2023 | $3.5B | $3.2B | $270.2M | 18 | 3 |
| Mar 2022 | $2.7B | $2.6B | $101.6M | 10 | 3 |
| Oct 2021 | $1.6B | $1.1B | $527.6M | 7 | 3 |
| Jun 2021 | $1.6B | $1.1B | $527.6M | 7 | 3 |
| Apr 2021 | $1.6B | $1.1B | $527.6M | 7 | 3 |
| Mar 2021 | $1.6B | $1.1B | $527.6M | 7 | 3 |
| Jan 2021 | $1B | $837.7M | $174.6M | 7 | 0 |
| Mar 2020 | $1B | $837.7M | $174.6M | 7 | 0 |
| Mar 2019 | $680.7M | $680.7M | $0 | 3 | 1 |
| Feb 2019 | $706.2M | $706.2M | $0 | 2 | 2 |
| Feb 2019 | $706.2M | $706.2M | $0 | 2 | 2 |
| Oct 2018 | $706.2M | $706.2M | $0 | 2 | 2 |
| Aug 2018 | $706.2M | $706.2M | $0 | 2 | 2 |
| Oct 2016 | $21.6M | $0 | $21.6M | 2 | 0 |
| Oct 2016 | $21.6M | $0 | $21.6M | 2 | 0 |
| Sep 2016 | $21.6M | $0 | $21.6M | 2 | 0 |
| Aug 2016 | $0 | $0 | $0 | 2 | 0 |
| May 2016 | $0 | $0 | $0 | 2 | 0 |
| May 2016 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$10B
Discretionary$5.6B
Non-Disc.$4.4B
Employees22
Clients0
DateMar 2024
Total AUM$5.6B
Discretionary$3.7B
Non-Disc.$2B
Employees27
Clients0
DateOct 2023
Total AUM$3.5B
Discretionary$3.2B
Non-Disc.$270.2M
Employees18
Clients3
DateAug 2023
Total AUM$3.5B
Discretionary$3.2B
Non-Disc.$270.2M
Employees18
Clients3
DateJul 2023
Total AUM$3.5B
Discretionary$3.2B
Non-Disc.$270.2M
Employees18
Clients3
DateMar 2023
Total AUM$3.5B
Discretionary$3.2B
Non-Disc.$270.2M
Employees18
Clients3
DateMar 2022
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$101.6M
Employees10
Clients3
DateOct 2021
Total AUM$1.6B
Discretionary$1.1B
Non-Disc.$527.6M
Employees7
Clients3
DateJun 2021
Total AUM$1.6B
Discretionary$1.1B
Non-Disc.$527.6M
Employees7
Clients3
DateApr 2021
Total AUM$1.6B
Discretionary$1.1B
Non-Disc.$527.6M
Employees7
Clients3
DateMar 2021
Total AUM$1.6B
Discretionary$1.1B
Non-Disc.$527.6M
Employees7
Clients3
DateJan 2021
Total AUM$1B
Discretionary$837.7M
Non-Disc.$174.6M
Employees7
Clients0
DateMar 2020
Total AUM$1B
Discretionary$837.7M
Non-Disc.$174.6M
Employees7
Clients0
DateMar 2019
Total AUM$680.7M
Discretionary$680.7M
Non-Disc.$0
Employees3
Clients1
DateFeb 2019
Total AUM$706.2M
Discretionary$706.2M
Non-Disc.$0
Employees2
Clients2
DateFeb 2019
Total AUM$706.2M
Discretionary$706.2M
Non-Disc.$0
Employees2
Clients2
DateOct 2018
Total AUM$706.2M
Discretionary$706.2M
Non-Disc.$0
Employees2
Clients2
DateAug 2018
Total AUM$706.2M
Discretionary$706.2M
Non-Disc.$0
Employees2
Clients2
DateOct 2016
Total AUM$21.6M
Discretionary$0
Non-Disc.$21.6M
Employees2
Clients0
DateOct 2016
Total AUM$21.6M
Discretionary$0
Non-Disc.$21.6M
Employees2
Clients0
DateSep 2016
Total AUM$21.6M
Discretionary$0
Non-Disc.$21.6M
Employees2
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0