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WELLS GLOBAL INVESTMENT ADVISERS LLC
521 West Central Avenue
Winter Haven, Florida 33880
Tel: 863-294-3361
About WELLS GLOBAL INVESTMENT ADVISERS LLC
WELLS GLOBAL INVESTMENT ADVISERS LLC, formally registered with the SEC as WELLS GLOBAL INVESTMENT ADVISERS LLC. The firm was established in 08/31/2012. They have over 1 offices throughout the country.
WELLS GLOBAL INVESTMENT ADVISERS LLC is a Winter Haven, Florida based Financial Planning firm with nearly $93,750,000 assets under management, offering retirement planning & investment advisory services to 131 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 150139 |
| SEC# | 801-76875 |
| Assets Managed by Firm | $93,750,000 |
| No. of Clients | 131 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 131 | $93,750,000 |
| Individuals (other than high net worth individuals) | 87 | $29,450,000 |
| High net worth individuals | 44 | $64,300,000 |
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