Wells Global Investment Advisers LLC
● SEC registered since 2012CRD 150139SEC# 801-76875Winter Haven, FL
Reg. AUM
$101.3M
Employees
3
Accounts
133
Location
Winter Haven, FL
Wells Global Investment Advisers LLC assets under management
Wells Global Investment Advisers LLC is a registered investment adviser overseen by the SEC based in Winter Haven, FL. The firm has been registered since 2012. It reports $101.3 million in regulatory assets under management and employs 3 people.
Wells Global Investment Advisers LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Patrick Wells Control | Managing Member | Over 75% | 2009 |
| Patricia Gadecki Wells Control | Cco | Under 5% | 2020 |
Frequently asked questions
How much does Wells Global Investment Advisers LLC manage?
Wells Global Investment Advisers LLC reports $101.3 million in regulatory assets under management on its Form ADV.
How many employees does Wells Global Investment Advisers LLC have?
Wells Global Investment Advisers LLC reports 3 employees.
Where is Wells Global Investment Advisers LLC located?
Wells Global Investment Advisers LLC is based in Winter Haven, FL and has been SEC-registered since 2012.
Does Wells Global Investment Advisers LLC disclose fund performance?
Wells Global Investment Advisers LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 521 West Central Avenue, Winter Haven, FL 33880 |
| Phone | 863-294-3361 |
| Office hours | 8:30a.m. To 4:30P |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$101.3M▲ 11%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$101.3Mregulatory AUM
Discretionary $101.3M