VESTWELL ADVISORS LLC
CRD #284173 SEC #801-107981 NEW YORK, NY 917-979-5358
SEC Registered
Total AUM
$427.1M
Discretionary
$0
Employees
23
Clients
0
Accounts
7,946
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $427.1M | $0 | $427.1M | 23 | 0 |
| Mar 2025 | $427.1M | $0 | $427.1M | 23 | 0 |
| Jan 2025 | $279.5M | $3.9M | $275.7M | 386 | 0 |
| May 2024 | $279.5M | $3.9M | $275.7M | 386 | 0 |
| Mar 2024 | $279.5M | $3.9M | $275.7M | 386 | 0 |
| May 2023 | $179M | $0 | $179M | 300 | 0 |
| Mar 2023 | $179M | $0 | $179M | 300 | 0 |
| May 2022 | $179M | $0 | $179M | 243 | 0 |
| Mar 2022 | $179M | $0 | $179M | 243 | 0 |
| Mar 2021 | $142.3M | $0 | $142.3M | 87 | 0 |
| Jan 2021 | $125.8M | $0 | $125.8M | 84 | 0 |
| Dec 2020 | $125.8M | $0 | $125.8M | 80 | 0 |
| Jun 2020 | $125.8M | $0 | $125.8M | 70 | 0 |
| Jun 2020 | $125.8M | $0 | $125.8M | 70 | 0 |
| Mar 2020 | $110.5M | $0 | $110.5M | 62 | 0 |
| Mar 2019 | $26.2M | $0 | $26.2M | 38 | 0 |
| Jul 2018 | $17.9M | $15.7M | $2.2M | 30 | 0 |
| Mar 2018 | $14M | $14M | $0 | 30 | 0 |
| Feb 2018 | $6.5M | $0 | $6.5M | 30 | 0 |
| Feb 2018 | $6.5M | $0 | $6.5M | 30 | 0 |
| Aug 2017 | $3.8M | $0 | $3.8M | 21 | 26 |
| Mar 2017 | $398K | $0 | $398K | 13 | 26 |
DateMar 2025
Total AUM$427.1M
Discretionary$0
Non-Disc.$427.1M
Employees23
Clients0
DateMar 2025
Total AUM$427.1M
Discretionary$0
Non-Disc.$427.1M
Employees23
Clients0
DateJan 2025
Total AUM$279.5M
Discretionary$3.9M
Non-Disc.$275.7M
Employees386
Clients0
DateMay 2024
Total AUM$279.5M
Discretionary$3.9M
Non-Disc.$275.7M
Employees386
Clients0
DateMar 2024
Total AUM$279.5M
Discretionary$3.9M
Non-Disc.$275.7M
Employees386
Clients0
DateMay 2023
Total AUM$179M
Discretionary$0
Non-Disc.$179M
Employees300
Clients0
DateMar 2023
Total AUM$179M
Discretionary$0
Non-Disc.$179M
Employees300
Clients0
DateMay 2022
Total AUM$179M
Discretionary$0
Non-Disc.$179M
Employees243
Clients0
DateMar 2022
Total AUM$179M
Discretionary$0
Non-Disc.$179M
Employees243
Clients0
DateMar 2021
Total AUM$142.3M
Discretionary$0
Non-Disc.$142.3M
Employees87
Clients0
DateJan 2021
Total AUM$125.8M
Discretionary$0
Non-Disc.$125.8M
Employees84
Clients0
DateDec 2020
Total AUM$125.8M
Discretionary$0
Non-Disc.$125.8M
Employees80
Clients0
DateJun 2020
Total AUM$125.8M
Discretionary$0
Non-Disc.$125.8M
Employees70
Clients0
DateJun 2020
Total AUM$125.8M
Discretionary$0
Non-Disc.$125.8M
Employees70
Clients0
DateMar 2020
Total AUM$110.5M
Discretionary$0
Non-Disc.$110.5M
Employees62
Clients0
DateMar 2019
Total AUM$26.2M
Discretionary$0
Non-Disc.$26.2M
Employees38
Clients0
DateJul 2018
Total AUM$17.9M
Discretionary$15.7M
Non-Disc.$2.2M
Employees30
Clients0
DateMar 2018
Total AUM$14M
Discretionary$14M
Non-Disc.$0
Employees30
Clients0
DateFeb 2018
Total AUM$6.5M
Discretionary$0
Non-Disc.$6.5M
Employees30
Clients0
DateFeb 2018
Total AUM$6.5M
Discretionary$0
Non-Disc.$6.5M
Employees30
Clients0
DateAug 2017
Total AUM$3.8M
Discretionary$0
Non-Disc.$3.8M
Employees21
Clients26
DateMar 2017
Total AUM$398K
Discretionary$0
Non-Disc.$398K
Employees13
Clients26