Wells Global Investment Advisers LLC

Overview

Wells Global Investment Advisers LLC is a privately owned limited liability company that registered with the SEC in 2012. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. Industry relationships reported by the firm include affiliations with a broker-dealer, an insurance company, and other investment advisers. The firm does not identify as an active ESG investor, is not classified as a multi-state adviser, and is not positioned as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices