Vestwell Holdings Inc. filed a Form D with the Securities and Exchange Commission on 2025-07-30.
Vestwell Holdings Inc. filed a Form D notice of an exempt securities offering with the SEC on July 30, 2025. The filing reports $30.95M sold. Its industry group is Other Technology. It names Aaron Schumm (Executive Officer, Director), David Sheen (Executive Officer), Logan Allin (Director) (SEC Form D, July 30, 2025).
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New Form D on file · 2025-07-30 · the record
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Other Technology raises by companies based in New York, filed in July 2025, largest first.
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What the filing shows about Vestwell Holdings Inc.
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The filing gives Vestwell Holdings Inc.'s address as 360 Madison Avenue, 15TH Floor, New York, NY 10017.
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This is the company's own disclosure. A payment disclosed on a Form D is a disclosed use of proceeds, not a finding of wrongdoing.
Vestwell Holdings Inc. is a registered filer with the SEC (CIK 1685651) and has filed since 2024-03-11. 2 filings are on record, the latest on 2025-07-30.
A filing shows the company exists and what it reports about itself. It is not an audit or a rating.
Vestwell Holdings Inc.'s Form D of 2025-07-30 names Aaron Schumm, David Sheen, Logan Allin and 3 more as its officers, directors or promoters.
Its new offerings report $207.01M sold across 2 offerings, as its own filings state.
Each marker is one filing. The larger marker is the filing this page is about.
Trailing twelve months. 3842 filings in Other Technology, totalled by week.
Checked away from the filing. What is below does not come from the record on sec.gov.
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The title and description the site itself served, answering 200, after redirecting from https://vestwell.com. Not a cached copy and not the company's directory entry — what was live when we asked.
Aaron Schumm is named as Executive Officer and Director on the Form D that Vestwell Holdings Inc. filed with the SEC on 30 July 2025, one of 6 people that filing names.
David Sheen is named as Executive Officer on the Form D that Vestwell Holdings Inc. filed with the SEC on 30 July 2025, one of 6 people that filing names.
Logan Allin is named as Director on the Form D that Vestwell Holdings Inc. filed with the SEC on 30 July 2025, one of 6 people that filing names.
Justin Overdorrf is named as Director on the Form D that Vestwell Holdings Inc. filed with the SEC on 30 July 2025, one of 6 people that filing names.
Lori Hardwick is named as Director on the Form D that Vestwell Holdings Inc. filed with the SEC on 30 July 2025, one of 6 people that filing names.
Allison Brecher is named as Executive Officer on the Form D that Vestwell Holdings Inc. filed with the SEC on 30 July 2025, one of 6 people that filing names.
6 people named on the filing — 3 holding an executive role and 3 as directors only.
Named as of the 2025-07-30 filing. Titles and locations are exactly as the filing states — not independently confirmed elsewhere.
No investor is drawn from a Form D — the form states how many invested and never who.
What the filing shows about Vestwell Holdings Inc.
Only in the Full Report: Who Runs It, And How To Reach Them · Warning Bells · Who Pays Them, And Who They Are Up Against.
Example from a real report (our sample on Target): “In March 2026, Target announced a planned incremental $1 billion operating investment” Source: Target Corporation (press release)
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Sourced from the filing index on sec.gov, and from the company's own site, read directly on 2026-11-01 (vestwell.com).
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