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| Keyboard |
| Wells Financial Advisors Inc
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|---|---|
| CRD # | 125209 |
| SEC # | 801-116680 |
| CIK # | 0001844454 |
| AUM | 279.3 M (2026-03-24) |
| Employees | 5 (40% Investors, 60% Brokers) |
| Phone | 508-655-9303 |
| Address | 205 Newbury Street Framingham, MA 01701 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 30.9 |
| (b) Individuals (high net worth individuals) | 75 | 248.4 |
| (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 | 425 | 279.3 |
| By Discretionary | ||
| Discretionary | 425 | 279.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 425 | 279.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 279.3 | |
| Total | 425 | 279.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001844454] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
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Paladin Advisory Group LLC
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Higgins & Schmidt Wealth Strategies LLC
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Pathworks Financial Inc
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|
DWM Financial Group Inc
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|
Holistic Wealth Advisors
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NY | 278.7 M |
|
Wealth Advisors Group LLC
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|
International Money Matters Private Limited
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|
Citadel Investment Advisory Inc
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