| Name | Title | Ownership | Since |
|---|---|---|---|
| Sarah Ann Wells | Principal | 5-10% | 2015 |
| Terry Bradley Wells Control | Managing Principal/Chief Compliance Officer | Over 75% | 1996 |
Wells Financial Advisors, Inc. reports $248.6 million in regulatory assets under management on its Form ADV.
Wells Financial Advisors, Inc. reports 5 employees.
Wells Financial Advisors, Inc. is based in Framingham, MA and has been SEC-registered since 2019.
Wells Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 205 Newbury Street, Suite 201, Framingham, MA 01701 |
| Phone | 508-655-9303 |
| Fax | 508-655-9305 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1844454 |
| Discloses disciplinary history | No |
| Discretionary | $248.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $248.6M |