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SEC insider activity covers quarterly filings through June 30, 2026. Later filings are not included. Reported roles do not establish current employment or current holdings. SEC filing documents, sections and filing-text search cover filings dated January 1, 2000 onward. Earlier filings are deferred until after launch.
Also known as: VESTWELL HOLDINGS, INC
Firm Income Reported for This Client
$110K
Not substituted for client expenses
Summary
VESTWELL HOLDINGS, INC is an organization, based in NY. Its political footprint includes $110K in lobbying-firm income reported for this client. Lobbying activity focuses on Retirement, Taxation/Internal Revenue Code. Political activity spans from 2025 to 2026.