0001104659-21-094170.txt : 20210721 0001104659-21-094170.hdr.sgml : 20210721 20210721061835 ACCESSION NUMBER: 0001104659-21-094170 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20210721 DATE AS OF CHANGE: 20210721 EFFECTIVENESS DATE: 20210721 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Vestwell Holdings Inc. CENTRAL INDEX KEY: 0001685651 IRS NUMBER: 813062212 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-407063 FILM NUMBER: 211102741 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. 1410 BROADWAY 23RD FLOOR NEW YORK NY NEW YORK 10018 917-979-5358 DELAWARE Hello401 Holdings LLC Vestwell Holdings Corp. None Corporation true 2016 Aaron Schumm 1410 Broadway 23rd Floor New York NY NEW YORK 10018 Executive Officer Director David Sheen 1410 Broadway 23rd Floor New York NY NEW YORK 10018 Executive Officer Brooks Gibbins 1410 Broadway 23rd Floor New York NY NEW YORK 10018 Director Aron Miodownik 1410 Broadway 23rd Floor New York NY NEW YORK 10018 Director John Moody 1410 Broadway 23rd Floor New York NY NEW YORK 10018 Director Lori Hardwick 1410 Broadway 23rd Floor New York NY NEW YORK 10018 Director Paul Pate 1410 Broadway 23rd Floor New York NY NEW YORK 10018 Director C. Thomas Richardson 1410 Broadway 23rd Floor New York NY NEW YORK 10018 Director Other Technology Decline to Disclose 06b false 2021-06-17 false true true false 0 71556306 59556318 11999988 false 20 0 0 0 false Vestwell Holdings Inc. /s/ Aaron Schumm Aaron Schumm Chief Executive Officer 2021-07-20