$101.3M Total AUM
$101.3M Disc. AUM
3.7% 3Y CAGR
3 Employees
133 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-25-2009
- Office Locations
- 1
Office Locations
521 West Central Avenue Winter Haven FL
About Wells Global Investment Advisers LLC
Wells Global Investment Advisers LLC is a Winter Haven-based RIA. The firm has been operating for 16 years. Managing $101.3M in total assets under management, with 2 advisory representatives. They custody assets with Pershing.
Team overview
-- AVG AGE
$50.6M AVG AUM / ADVISOR
$761.7K AVG AUM / CLIENT
16.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JAMES PATRICK WELLS
Chief Executive Officer, Managing Member
- CRD
- #1534949
- Ownership
- 75% or more
Available
Available
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PATRICIA GADECKI WELLS
Chief Compliance Officer, President
- CRD
- #1233407
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,300,000 | $761,654 |
| Non-Discretionary | $0 | -- |
| Total | $101,300,000 | $761,654 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Other:
Available Equity - OTC:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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