Overview
Assets Under Management: $92 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 19
Average Client Assets: $4.6 million
Frequently Asked Questions
TEKMEN WELLS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168431), TEKMEN WELLS LLC is subject to fiduciary duty under federal law.
TEKMEN WELLS LLC is headquartered in NEW YORK, NY.
TEKMEN WELLS LLC serves 19 high-net-worth clients according to their SEC filing dated January 30, 2026. View client details ↓
According to their SEC Form ADV, TEKMEN WELLS LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
TEKMEN WELLS LLC manages $92 million in client assets according to their SEC filing dated January 30, 2026.
According to their SEC Form ADV, TEKMEN WELLS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.10%
Average Client Assets: $4.6 million
Total Client Accounts: 66
Discretionary Accounts: 66
Regulatory Filings
CRD Number: 168431
Filing ID: 2043188
Last Filing Date: 2026-01-30 13:27:22