Wells Financial Advisors Inc

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Assets, Funds, Holdings

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Wells Financial Advisors Inc
CRD #125209
SEC #801-116680
CIK #0001844454
AUM $223.3 MM (2024-03-28)
Employees 5 (40% Investors, 60% Brokers)
Phone508-655-9303
Address205 Newbury Street
Framingham, MA 01701
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
2502001501005002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
GLD 6.2
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
16012896643202020202120232025
AUM Breakdown Accounts AUM ($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
13F-HR [0001844454]
Comparable Firms State AUM ($BB)
Proactive Wealth Strategies LLC
GA 0.2
DWM Financial Group Inc
IL 0.2
The H Group Washington Inc
OR 0.2
Carter Financial LLC
CA 0.2
Midwest Heritage Bank FSB
IA 0.2
Rooted Wealth Advisors Inc
IL 0.2
Clarus Wealth Advisors LLC
AZ 0.2
Floyd Benjamin Joseph
TX 0.2
Briggs Wealth Management Inc
CT 0.2
Forte Asset Management LLC
NY 0.2
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