Wells Financial Advisors, Inc.
● SEC registered since 2019CRD 125209SEC# 801-116680Framingham, MA
Reg. AUM
$279.3M
Employees
5
Accounts
425
Location
Framingham, MA
Wells Financial Advisors, Inc. assets under management
Wells Financial Advisors, Inc. is an investment advisory firm registered with the SEC based in Framingham, MA. The firm has been registered since 2019. It reports $279.3 million in regulatory assets under management and employs 5 people.
Wells Financial Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Sarah Ann Wells | Chief Compliance Officer, Principal | 5-10% | 2026 |
| Terry Bradley Wells Control | Managing Principal | Over 75% | 1996 |
Frequently asked questions
How much does Wells Financial Advisors, Inc. manage?
Wells Financial Advisors, Inc. reports $279.3 million in regulatory assets under management on its Form ADV.
How many employees does Wells Financial Advisors, Inc. have?
Wells Financial Advisors, Inc. reports 5 employees.
Where is Wells Financial Advisors, Inc. located?
Wells Financial Advisors, Inc. is based in Framingham, MA and has been SEC-registered since 2019.
Does Wells Financial Advisors, Inc. disclose fund performance?
Wells Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 205 Newbury Street, Suite 201, Framingham, MA 01701 |
| Phone | 508-655-9303 |
| Fax | 508-655-9305 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1844454 |
| Discloses disciplinary history | No |
Regulatory AUM
$279.3M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$279.3Mregulatory AUM
Discretionary $279.3M