Vestwell Advisors LLC
Legal Name: VESTWELL ADVISORS LLC
Full Contact Details
Vestwell Advisors LLC
22 WEST 38TH STREET, 10TH FLOOR, NEW YORK, NY
646-902-1401
Other Info
Vestwell Advisors LLC, a Delaware Limited Liability Company, operates with a team of 38 employees, including 5 in advisory positions. While the number of clients served is unknown, the firm's SEC status is listed as Approved and was registered on July 15, 2016.
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Vestwell is a digital recordkeeping platform redefining the way 401(k) plans are powered today for the benefit of advisors, employers, and employees alike.
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Direct Owners
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AARON DOUGLAS SCHUMM
CEO owns less than 5%
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ABBEY YVON
SVP MARKETING owns less than 5%
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ALLISON LEIGH BRECHER
CHIEF LEGAL OFFICER owns less than 5%
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BENJAMIN C THOMASON
EVP owns less than 5%
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DAVID PAUL SHEEN
SVP FINANCE owns less than 5%
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JOE PAMPEL
CHIEF INFORMATION SECURITY OFFICER owns less than 5%
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JOHN J SKOVRON
CTO owns less than 5%
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JONATHAN FERRARA
SVP OPERATIONS & PRODUCT owns less than 5%
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PAMELA LOUISE ROCKLEY
CCO owns less than 5%
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VESTWELL HOLDINGS INC.
MEMBER owns 75% or more