Wellness Investment Advisers LLC

Overview

Wellness Investment Advisers LLC operates as a small independent registered investment adviser that leans toward equity-driven portfolios and fee-based advisory work. The firm offers financial planning, portfolio management for individuals and small businesses, selection of outside advisers, and educational workshops. Its client mix appears weighted toward individual and family relationships served through a mix of AUM-based engagements, hourly work and fixed-fee planning. Investment activity centers on exchange-traded equities as the primary allocation vehicle, with managers and structures that permit use of third-party alternative funds. The firm lists activity across traditional liquid markets (stocks and ETFs) while retaining the ability to access less liquid strategies — notably real estate funds, commodity exposure, digital currency, and oil & gas — through external managers or fund vehicles. The combination of advisory services and selection of other advisers suggests Wellness Investment Advisers acts as a capital allocator when clients require access to specialist alternative managers.

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Public Holdings

Investments & Alternatives

Location & Offices