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VESTWELL ADVISORS LLC

NEW YORK, NY · CRD 284173 · IAPD ↗ · 917-979-5358

$1.03BRegulatory AUM
30Advisory reps
30Employees
0Clients
0Planning clients
0Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2026 — VESTWELL ADVISORS LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
77
May 2026 — VESTWELL ADVISORS LLC grew from 23 to 30 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2026 — VESTWELL ADVISORS LLC crossed $1B in regulatory AUM ($427.1M -> $1.03B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
68
April 2025 — VESTWELL ADVISORS LLC reported RAUM up 53% ($279.5M -> $427.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
76
April 2025 — VESTWELL ADVISORS LLC grew from 15 to 23 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
February 2025 — VESTWELL ADVISORS LLC notice-filed in AK, AL, AR, CA, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
69
April 2024 — VESTWELL ADVISORS LLC reported RAUM up 56% ($179.0M -> $279.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.