0000950103-25-009525.txt : 20250730 0000950103-25-009525.hdr.sgml : 20250730 20250730150717 ACCESSION NUMBER: 0000950103-25-009525 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: Rule 506(b) provides a "safer harbor" for a private offering FILED AS OF DATE: 20250730 DATE AS OF CHANGE: 20250730 EFFECTIVENESS DATE: 20250730 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Vestwell Holdings Inc. CENTRAL INDEX KEY: 0001685651 ORGANIZATION NAME: EIN: 813062212 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-553239 FILM NUMBER: 251166504 BUSINESS ADDRESS: STREET 1: 110 WALL STREET, 4TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10005 BUSINESS PHONE: 646-902-1401 MAIL ADDRESS: STREET 1: 110 WALL STREET, 4TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10005 D 1 primary_doc.xml X0708 D LIVE 0001685651 Vestwell Holdings Inc. 360 MADISON AVENUE 15TH FLOOR NEW YORK NY NEW YORK 10017 917-979-5358 DELAWARE Hello401 Holdings LLC Vestwell Holdings Corp. None Corporation true Aaron Schumm 360 Madison Avenue 15th Floor New York NY NEW YORK 10017 Executive Officer Director David Sheen 360 Madison Avenue 15th Floor New York NY NEW YORK 10017 Executive Officer Logan Allin 360 Madison Avenue 15th Floor New York NY NEW YORK 10017 Director Justin Overdorrf 360 Madison Avenue 15th Floor New York NY NEW YORK 10017 Director Lori Hardwick 360 Madison Avenue 15th Floor New York NY NEW YORK 10017 Director Allison Brecher 360 Madison Avenue 15th Floor New York NY NEW YORK 10017 Executive Officer Other Technology Decline to Disclose 06b false 2017-04-04 false true true false 0 73584177 30954820 42629357 true 342 399 0 0 5428001 false Vestwell Holdings Inc. /s/ Aaron Schumm Aaron Schumm Chief Executive Officer 2025-07-30