WELLFULL

Overview

Wellfull is an independent registered investment adviser formed as an LLC in 2017 that positions itself as a capital allocator for both high-net-worth individuals and smaller institutional clients. The firm combines traditional portfolio management and financial planning with insurance brokerage services and the selection of third‑party advisers. Its advisory mandate covers portfolio management for individuals and small businesses, pension consulting and curated access to external managers, which suggests a multi‑tiered client service model that blends direct discretionary investment management with referral and oversight relationships. Investment insight from the firm’s filings points to a core equity allocation implemented predominantly through broad market ETFs, supplemented by direct equity positions and a deliberate program of private fund sponsorship. Wellfull acts as a sponsor/general partner/managing member for pooled vehicles, indicating it not only allocates to outside alternatives but also originates and manages private funds on behalf of clients. Fee arrangements include both percentage of assets under management and fixed‑fee options, aligning it to clients who prefer either ongoing AUM billing or project‑based planning engagements. The adviser identifies itself as a non‑ESG active investor in its disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices