Wellfit Financial

Overview

Wellfit Financial is a small, fee-based advisory practice focused on portfolio management for individuals and small businesses. The firm’s client base is individual and family accounts and it charges a percentage of assets under management. Its filings show a clear preference for equity exposures: the advisory strategy centers on exchange-traded equities and mutual funds rather than fixed income or broad alternative allocations. The advisory mandate is handled on a non-discretionary basis, which suggests clients retain final trade decision authority while the firm provides recommendations, portfolio construction and ongoing monitoring. Service offering emphasis is straightforward: tailored equity allocations and mutual-fund wrappers for clients who want market exposure without engaging dedicated alternative strategies or multi-asset portfolios. The firm is not positioned as an ESG specialist, does not operate multi-state, and its ownership is individual rather than institutional.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices