Vestwell Advisors Llc
$10.3M reported client assets across 1 advisory firms in FY2022 annual amendments
Reported client assets over time
$10.0M
$12.5M
2019
2022
Same-firm comparison: 1 firms that reported Vestwell Advisors Llc in both FY2021 and FY2022 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Lake Road Advisors, Llc | $10.3M | $57.5M | 17.8% | 01/23/2023 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.