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Wells Financial Advisors Inc
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CRD # | 125209 |
SEC # | 801-116680 |
CIK # | 0001844454 |
AUM | $223.3 MM (2024-03-28) |
Employees | 5 (40% Investors, 60% Brokers) |
Phone | 508-655-9303 |
Address | 205 Newbury Street Framingham, MA 01701 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
GLD | 6.2 | ||
Holdings by Sector ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 60 | 28.8 |
(b) Individuals (high net worth individuals) | 67 | 194.4 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 403 | 223.3 |
By Discretionary | ||
Discretionary | 403 | 223.3 |
Non-Discretionary | 0 | 0.0 |
Total | 403 | 223.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 223.3 | |
Total | 403 | 223.3 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001844454] |
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