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WELLS GLOBAL INVESTMENT ADVISERS LLC
CRD 150139 · SEC 801-76875
521 WEST CENTRAL AVENUE, WINTER HAVEN, FL, 33880, United States
Phone
863-294-3361
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$101.3M
Discretionary AUM
$101.3M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 89 | $31.4M |
| High net worth individuals | 44 | $69.9M |
Official SEC filing: View on IAPD