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Simple Investments, LLC

PartnerWellings Capital Management, LLC

About Simple Investments, LLC

Simple Investments, LLC is listed as Partner at Wellings Capital Management, LLC in Forest, VA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Wellings Capital Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Simple Investments, LLC work?

Simple Investments, LLC is listed as Partner at Wellings Capital Management, LLC on SEC Form ADV.

How much of Wellings Capital Management, LLC does Simple Investments, LLC own?

Form ADV reports a beneficial ownership band of 50-75%.

Wellings Capital Management, LLC

TitlePartner
Ownership50-75%
Control personYes
Since2018