Overview
Assets Under Management: $101 million
Headquarters: WINTER HAVEN, FL
High-Net-Worth Clients: 44
Average Client Assets: $1.6 million
Frequently Asked Questions
WELLS GLOBAL INVESTMENT ADVISERS 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 #150139), WELLS GLOBAL INVESTMENT ADVISERS LLC is subject to fiduciary duty under federal law.
WELLS GLOBAL INVESTMENT ADVISERS LLC is headquartered in WINTER HAVEN, FL.
WELLS GLOBAL INVESTMENT ADVISERS LLC serves 44 high-net-worth clients according to their SEC filing dated February 24, 2026. View client details ↓
According to their SEC Form ADV, WELLS GLOBAL INVESTMENT ADVISERS LLC offers financial planning and portfolio management for individuals. View all service details ↓
WELLS GLOBAL INVESTMENT ADVISERS LLC manages $101 million in client assets according to their SEC filing dated February 24, 2026.
According to their SEC Form ADV, WELLS GLOBAL INVESTMENT ADVISERS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.00%
Average Client Assets: $1.6 million
Total Client Accounts: 133
Discretionary Accounts: 133
Regulatory Filings
CRD Number: 150139
Filing ID: 2047899
Last Filing Date: 2026-02-24 16:14:44