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CAFR Data

Wells Financial Advisors Inc ✚
CRD #	125209
SEC #	801-116680
CIK #
AUM	$135.4 MM (100% Disc, 100% US)
Employees	4 (50% Investors, 50% Brokers)
Phone	508-655-9303
Address	161 Worcester Road, Suite 205 Framingham, MA 01701
Source	IAPD Website LinkedIn

Total AUM ($BB)

Comparable Firms	State	AUM ($BB)
Johnstone Financial Advisors Inc ✚	OR	0.1
Invariant Investment Management LLC ✚	PA	0.1
Albanese Hemsley & Tussing Ltd ✚	IL	0.1
3 Factor Indexing LLC ✚	CA	0.1
Montvue Capital Management Inc ✚	VA	0.1
Unconventional Investor LLC ✚	CA	0.1
Alpha Financial Advisors LLC ✚	VA	0.1
Sage Hill Capital LLC ✚	MI	0.1
MUNN Wealth Management LLC ✚	OH	0.1
Navigate Wealth Management LLC ✚	AL	0.1

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