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WELLNESS FINANCIAL ASSOCIATES LLC
CRD 171902
2500 REGENCY PARKWAY, CARY, NC, 27518, United States
Phone
919-714-9555
Fax
—
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Official SEC filing: View on IAPD