Sarah Ann Wells
Chief Compliance Officer, PrincipalWells Financial Advisors, Inc.CRD 5351896
About Sarah Ann Wells
Sarah Ann Wells is listed as Chief Compliance Officer, Principal at Wells Financial Advisors, Inc. in Framingham, MA. Form ADV reports a beneficial ownership band of 5-10%.
Reported ownership
Owns 5-10% of Wells Financial Advisors, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Sarah Ann Wells work?
Sarah Ann Wells is listed as Chief Compliance Officer, Principal at Wells Financial Advisors, Inc. on SEC Form ADV.
How much of Wells Financial Advisors, Inc. does Sarah Ann Wells own?
Form ADV reports a beneficial ownership band of 5-10%.
Wells Financial Advisors, Inc.
| Title | Chief Compliance Officer, Principal |
| Ownership | 5-10% |
| Control person | No |
| Since | 2026 |