TEKMEN WELLS LLC

Overview

Tekmen Wells LLC is an independent registered investment adviser focused on delivering financial planning and portfolio management for individuals, families and some institutional clients. The firm operates as a capital allocator, employing external managers and third‑party funds alongside its own portfolio decisions. Its client-facing services include financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers to implement specialist strategies. Tekmen Wells charges fees on a percentage-of-AUM basis and also uses hourly and fixed-fee arrangements for certain engagements. The firm does not identify as an active ESG investor and is not positioned as a multi‑state adviser.

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Public Holdings

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Location & Offices