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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