W
$1.6M Total AUM
$977.9K Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-12-2024
- Office Locations
- 1
Office Locations
-- Lynnfield MA
About Wellfin360
Wellfin360 is a Lynnfield-based RIA. The firm has been operating for 2 years. Managing $1.6M in total assets under management, with 1 advisory representatives. They custody assets with Altruist.
Team overview
-- AVG AGE
$1.6M AVG AUM / ADVISOR
$111.8K AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Samanda Morales
Chief Compliance Officer, Chief Executive Officer
- CRD
- #7839891
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $977,901 | -- |
| Non-Discretionary | $586,718 | -- |
| Total | $1,564,619 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available Equity - OTC:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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