Wellfull
Firm details
- Headquarters
- Harleysville, Pennsylvania
- CRD number
- 288705
- Registered since
- June 29, 2017
- Website
- wellfull.io
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.44%
- Individuals13.66%
- Pooled Investment Vehicles8.84%
- Corporations / Businesses1.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Wellfull LLC is an independent, SEC-registered RIA organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm charges both percentage-of-AUM and fixed fees and also conducts insurance brokerage. Core advisory capabilities listed include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm plays an active sponsor/GP/managing‑member role in pooled investment vehicles, indicating it both sources and manages private investment opportunities in addition to allocating client capital to third‑party managers. Wellfull does not self-identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Private Funds14%
- Cash & Cash Equivalents9%
- Exchange Traded Equities8%
- State & Local Bonds1%
Owners & executives
1 of 1
Matthew Haraburda
Chief Investment OfficerCRD 6078579
Contacts
3 of 12
Brock Hewitt
Investment Advisor RepresentativeCRD 7384170
Victoria Williams
AdminCRD 7785784
Tiffany Benfield
Operations ManagerCRD 5667366
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 93Active vs passive
$589M in ETFs
72%
$426M
24%
$163M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $65.2M | 87,118 | 11.08% |
Location
Harleysville, PA
Montgomery
Location
Harleysville, PA
Headquartered in Harleysville, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 272 Ruth Rd
- Time zone
- ET (UTC-5)
- Office locations
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