Wellment Financial
Wellment Financial is an SEC-registered mass-market adviser in Elmhurst, IL with $312.7M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Wellment Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166746, SEC 801-122241, data through 2026-05-16.
- AUM (assets under management / regulatory AUM)
- $312.7M (2026-05-16)
- Firm type
- Mass-Market Adviser
- Location
- Elmhurst, IL
- Employees
- 21
- Clients
- 405
- CRD
- 166746
- Ownership
- BRETL, JOSHUA, EDWARD; SZYMCZAK, BRIAN, J; Papreck, Sean, Thomas
How much AUM does Wellment Financial have?
Wellment Financial reported $312.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-16).
Who owns Wellment Financial?
Disclosed owners and executives of Wellment Financial include BRETL, JOSHUA, EDWARD, SZYMCZAK, BRIAN, J, Papreck, Sean, Thomas. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.