Wells Global Investment Advisers LLC
Wells Global Investment Advisers LLC is an SEC-registered mass-market adviser in Winter Haven, FL with $101.3M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Wells Global Investment Advisers LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 150139, SEC 801-76875, data through 2026-02-24.
- AUM (assets under management / regulatory AUM)
- $101.3M (2026-02-24)
- Firm type
- Mass-Market Adviser
- Location
- Winter Haven, FL
- Employees
- 3
- Clients
- 133
- CRD
- 150139
- Ownership
- WELLS, JAMES, PATRICK; WILLIAMS, CLINTON; WELLS, PATRICIA, GADECKI
How much AUM does Wells Global Investment Advisers LLC have?
Wells Global Investment Advisers LLC reported $101.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-24).
Who owns Wells Global Investment Advisers LLC?
Disclosed owners and executives of Wells Global Investment Advisers LLC include WELLS, JAMES, PATRICK, WILLIAMS, CLINTON, WELLS, PATRICIA, GADECKI. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.