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Wells Global Investment Advisers LLC

● SEC registered since 2012CRD 150139SEC# 801-76875Winter Haven, FL
Export (members)
Reg. AUM
$93.8M
Employees
3
Accounts
131
Location
Winter Haven, FL

Wells Global Investment Advisers LLC assets under management

Wells Global Investment Advisers LLC is a registered investment adviser overseen by the SEC based in Winter Haven, FL. The firm has been registered since 2012. It reports $93.8 million in regulatory assets under management and employs 3 people.
View on SEC.gov ↗

Wells Global Investment Advisers LLC owners & executives

2 reported
NameTitleOwnershipSince
James Patrick Wells ControlManaging MemberOver 75%2009
Patricia Gadecki Wells ControlCcoUnder 5%2020

Frequently asked questions

How much does Wells Global Investment Advisers LLC manage?

Wells Global Investment Advisers LLC reports $93.8 million in regulatory assets under management on its Form ADV.

How many employees does Wells Global Investment Advisers LLC have?

Wells Global Investment Advisers LLC reports 3 employees.

Where is Wells Global Investment Advisers LLC located?

Wells Global Investment Advisers LLC is based in Winter Haven, FL and has been SEC-registered since 2012.

Does Wells Global Investment Advisers LLC disclose fund performance?

Wells Global Investment Advisers LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address521 West Central Avenue, Winter Haven, FL 33880
Phone863-294-3361
Office hours8:30a.m. To 4:30P
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$93.8M
Non-discretionary$0
Total (RAUM)$93.8M