WELLS GLOBAL INVESTMENT ADVISERS LLC

WINTER HAVEN, Florida·3 registered advisors·CRD# 150139
SEC# 801-768750863-294-3361
01

Firm Overview

AUM
$91M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WELLS GLOBAL INVESTMENT ADVISERS LLC

3 registered advisors
Clinton Williams
WINTER HAVEN, Florida
James Patrick Wells
WINTER HAVEN, Florida
Patricia Gadecki Wells
WINTER HAVEN, Florida
05

Office Locations

WINTER HAVEN, Florida
3 advisors

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Data sourced from SEC Form ADV filings. WELLS GLOBAL INVESTMENT ADVISERS LLC (CRD# 150139) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.