Wells Investments, Inc.

Overview

Wells Investments, Inc. is organized as a corporation with individual ownership and operates as an adviser focused on financial planning and portfolio management for individuals and small businesses. The firm charges fees using a combination of asset-based percentages, hourly rates, and fixed fees. It does not identify itself as an active ESG investor and is not registered as a multistate adviser in the source data. The firm lists relationships with other financial industry entities, including affiliations with a broker‑dealer, another investment adviser, and an insurance company. Its stated business activities center on advice and portfolio management rather than capital allocation or pension consulting.

Assets & Accounts

Location & Offices