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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