Wellfull

Overview

Wellfull is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2017. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that blends traditional wealth management with private-market activity. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Wellfull also operates as an insurance broker and charges clients via a mix of AUM-based fees and fixed fees. The firm sponsors and serves as a general partner/managing member of pooled investment vehicles, which aligns with its allocation into private funds and direct alternative investments.

Assets & Accounts

Public Holdings

Investments & Alternatives