OLD WELL PARTNERS, LLC

1910 South Blvd
Suite 200
Charlotte, North Carolina 28203
Tel: (704) 248-0380

About OLD WELL PARTNERS, LLC

OLD WELL PARTNERS, LLC, formally registered with the SEC as OLD WELL PARTNERS, LLC. The firm was established in 04/27/2018. They have over 1 offices throughout the country.

OLD WELL PARTNERS, LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $384,002,553 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285195
SEC#	801-112996
Assets Managed by Firm	$384,002,553
No. of Clients	12
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	12	$384,002,553

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