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Vestwell Advisors LLC

Headquartered in NEW YORK, NY

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Firm Information

Vestwell Advisors LLC is a New York-based investment advisor with 279,513,513 in regulatory assets under management. The firm provides portfolio management services for individuals and pension and profit-sharing plans. Vestwell Advisors LLC also acts as a 3(38) ERISA investment manager.

Vestwell Advisors LLC

360 MADISON AVENUE

NEW YORK, NY 10017

$279.51M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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3(38) erisa investment manager

3(38) erisa investment manager

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (8)

VESTWELL ADVISORS LLC has a total of 8 branch locations across the country.
location

Washington, DC

location

NEW YORK, NY

location

Wallingford, CT

location

Aurora, IL

location

San Diego, CA

location

Savoy, IL

location

Foxboro, MA

location

Milford, NH

Advisors at Vestwell Advisors LLC

View All 10 Advisors
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Stephen Patrick Miley

RA

NEW YORK, NY

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Kim Marie Andranovich

RA

San Diego, CA

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Eli James Landow

RA

Wallingford, CT

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Russell William Newton

RA

Milford, NH

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Mazyar Mark Naftchi

RA

NEW YORK, NY

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Michael David Sullivan

RA

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Kian Rafia

RA

Savoy, IL

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Adam Ross Bush

RA

Washington, DC

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Disclosures

There are no public disclosures for Vestwell Advisors LLC.

Frequently Asked Questions (6)

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