# VESTWELL ADVISORS LLC

VESTWELL ADVISORS LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 284173
- Type: SEC-registered investment adviser
- SEC file number: 801-107981
- Location: 360 MADISON AVENUE, 15TH FLOOR, NEW YORK, NY, 10017
- Phone: 917-979-5358
- Latest filing: 2026-07-15
- Regulatory AUM: $1.0B
- Non-discretionary AUM: $1.0B
- Clients: 30
- Accounts: 83,310

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Other

## Officers, owners & control persons (30)

_Showing 25 of 30 people._

| Name | Role | Location |
| --- | --- | --- |
| Scott Duncan | CFO | Brentwood, TN |
| Aaron Douglas Schumm | CEO; CEO AND OWNER | — |
| David Paul Sheen | CFO | — |
| Allison Leigh Brecher | CHIEF COMPLIANCE OFFICER; CHIEF LEGAL OFFICER | — |
| Jonathan Ferrara | SVP OPERATIONS | — |
| Ryan Patrick Anderson | SVP PRODUCT | — |
| Richard Tatum | PRESIDENT, RETIREMENT SERVICES | — |
| Robert Molchon | CTO | — |
| Jonathan Mark | SVP, BUSINESS OPERATIONS | — |
| Patty Kim | SVP, HEAD OF PEOPLE | — |
| Danya D Dumbrill | CHIEF STRATEGY OFFICER | — |
| SHUCKEROW MICHAEL JOSEPH | CCO | — |
| KYLE THOMAS M | CCO, COO | — |
| ROCKLEY PAMELA LOUISE | CCO | — |
| SCHUMM AARON DOUGLAS | CEO; CEO AND OWNER | — |
| Pampel Joe | CCO, CTO; CHIEF INFORMATION SECURITY OFFICER; CTO | — |
| KYLE THOMAS MARVIN | CCO, COO | — |
| SHEEN DAVID PAUL | CFO; SVP FINANCE | — |
| ANDERSON RICHARD PATRICK | SVP HEAD OF PRODUCT; SVP PRODUCT | — |
| Brecher Allison Leigh | CCO; CHIEF COMPLIANCE OFFICER; CHIEF LEGAL OFFICER | — |
| THOMASON Benjamin C | EVP; EVP REVENUE | — |
| Ferrara Jonathan | SVP OPERATIONS; SVP OPERATIONS & PRODUCT | — |
| Yvon Abbey | SVP MARKETING; VP MARKETING | — |
| SKOVRON JOHN J | CTO | — |
| GORCZYCA ANN MARIE | SVP CLIENT SERVICES; SVP CLIENT SERVICES & OPERATIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/284173/brochure
- Similar advisers: https://search.stillhousedata.com/firm/284173/similar
- Related entities: https://search.stillhousedata.com/firm/284173/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/284173

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.