VESTWELL ADVISORS LLC

NEW YORK, New York·2 registered advisors·CRD# 284173
SEC# 801-1079810917-979-5358
01

Firm Overview

AUM
$280M
Regulatory assets under management
Employees
386
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment Management
04

Advisors at VESTWELL ADVISORS LLC

2 registered advisors
Benjamin C Thomason
NEW YORK, New York
Danya D Dumbrill
NEW YORK, New York
05

Office Locations

NEW YORK, New York
2 advisors

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Data sourced from SEC Form ADV filings. VESTWELL ADVISORS LLC (CRD# 284173) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.