Wealthyx
SEC RegisteredSavings made simple, futures made stronger.
About the firm
Vestwell is a savings platform built to expand access to savings across retirement, education, emergency, and specialty programs. It serves employers, advisors, individuals, and partners with a unified platform supporting over 2 million active savers and 500,000+ businesses across all 50 states.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement plans (Safe Harbor 401(k), Traditional 401(k), Solo(k), Starter(k), 403(b), State Auto IRA), education savings (Student Loan Repayment, 529 Education Savings, Tuition Reimbursement), and specialty accounts (Emergency Savings, ABLE Disability Savings)
Who they serve
Employers, advisors, individuals, and partners including government programs and underserved populations
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,416 | $69M |
Leadership
Office locations
Regulatory & compliance
Data as of August 29, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Wealthyx has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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