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Patricia Gadecki Wells

WELLS GLOBAL INVESTMENT ADVISERS LLC·WINTER HAVEN, Florida
Clean recordWELLS GLOBAL INVESTMENT ADVISERS LLC
521 WEST CENTRAL AVENUE, WINTER HAVEN, FL 33880CRD# 1233407Firm CRD# 150139

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia Gadecki Wells · WINTER HAVEN, FL
Registration
CRD #1233407 · WELLS GLOBAL INVESTMENT ADVISERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patricia Gadecki Wells is a registered financial advisor based in WINTER HAVEN, Florida, affiliated with WELLS GLOBAL INVESTMENT ADVISERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WELLS GLOBAL INVESTMENT ADVISERS LLC
WELLS GLOBAL INVESTMENT ADVISERS LLC
AUM
$91M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WELLS GLOBAL INVESTMENT ADVISERS LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1233407
Firm CRD# 150139
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patricia Gadecki Wells offer?
Patricia Gadecki Wells specializes in Financial Planning, Investment Management. Contact their office in WINTER HAVEN, Florida for a consultation.
What are Patricia Gadecki Wells's credentials?
Patricia Gadecki Wells is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Gadecki Wells located?
Patricia Gadecki Wells is based in WINTER HAVEN, Florida, working with WELLS GLOBAL INVESTMENT ADVISERS LLC. Their office serves clients in the WINTER HAVEN metropolitan area and surrounding communities.
How does Patricia Gadecki Wells charge for services?
Patricia Gadecki Wells's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WELLS GLOBAL INVESTMENT ADVISERS LLC?
WELLS GLOBAL INVESTMENT ADVISERS LLC has approximately 3 employees and manages $91M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WELLS GLOBAL INVESTMENT ADVISERS LLC

James Patrick Wells
WINTER HAVEN, FL
Clinton Williams
WINTER HAVEN, FL

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