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TSW WEALTH MANAGEMENT

WELLS FINANCIAL ADVISORS, INC.

CRD 125209 · SEC 801-116680

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205 NEWBURY STREET, SUITE 201, FRAMINGHAM, MA, 01701, United States

Phone

508-655-9303

Fax

508-655-9305

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$279.3M

Discretionary AUM

$279.3M

Team

5 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals57$30.9M
High net worth individuals75$248.4M

States served

MA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD