{
  "crd_number": 168431,
  "slug": "tekmen-wells-llc-new-york-ny-168431",
  "primary_business_name": "TEKMEN WELLS LLC",
  "legal_name": "TEKMEN WELLS LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-12-11",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-01-30",
  "carried_forward": false,
  "raum_total": 92420086.0,
  "raum_discretionary": 92420086.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 394841.0,
      "count": 2,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 87895201.0,
      "count": 19
    },
    "corporations_other_businesses": {
      "raum": 4130044.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY"
  ],
  "websites": [
    "https://facebook.com/Tekmenwells",
    "https://linkedin.com/company/tekmen-wells-llc",
    "https://tekmenwells.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168431",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/tekmen-wells-llc-new-york-ny-168431",
  "display_name": "Tekmen Wells LLC",
  "summary": "Tekmen Wells LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.",
  "citation": "AdvisorCensus. Tekmen Wells LLC (CRD 168431): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Tekmen Wells LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Tekmen Wells LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Tekmen Wells LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated January 30, 2026 states: Hourly rate: $600 an hour (financial consulting); Flat fee: $500 to $10,000 (financial consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Tekmen Wells LLC located?",
      "a": "Tekmen Wells LLC's principal office is in New York, NY, according to its Form ADV; the February 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Tekmen Wells LLC registered with the SEC or a state?",
      "a": "Tekmen Wells LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 168431."
    },
    {
      "q": "How much does Tekmen Wells LLC manage?",
      "a": "Tekmen Wells LLC reports $92,420,086 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Tekmen Wells LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Tekmen Wells LLC: Regulatory assets under management: $54,467,478 in the October 2021 data and $92,420,086 in the October 2026 data, up 70%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Tekmen Wells LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (19); individuals (other than high net worth individuals) (2); corporations or other businesses not listed above (2)."
    },
    {
      "q": "Which custodians does Tekmen Wells LLC use?",
      "a": "Tekmen Wells LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Tekmen Wells LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/168431"
    },
    {
      "q": "Does Tekmen Wells LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 30, 2026 says: \"Clients may include individuals, trusts, foundations, endowments, and corporations. Tekmen Wells does not require any account minimum.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 54467478.0,
      "total_employees": 3,
      "filing_date": "2021-03-02"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 64323450.0,
      "total_employees": 2,
      "filing_date": "2022-03-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 66638109.0,
      "total_employees": 2,
      "filing_date": "2023-03-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 72318662.0,
      "total_employees": 2,
      "filing_date": "2024-03-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 85711653.0,
      "total_employees": 2,
      "filing_date": "2025-03-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 92420086.0,
      "total_employees": 2,
      "filing_date": "2026-01-30"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $600 an hour (financial consulting)",
      "Flat fee: $500 to $10,000 (financial consulting)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Clients may include individuals, trusts, foundations, endowments, and corporations.  Tekmen Wells  does not require any account minimum."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $600 an hour (financial consulting)"
        ],
        "quotes": [
          "Consulting fees can be hourly, fixed fee basis, or included with asset management services. Our hourly charge is $600 per hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $10,000 (financial consulting)"
        ],
        "quotes": [
          "Because of the varied nature of consulting services, fixed fees will vary greatly, but will generally be between $500 and $10,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 600.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial consulting"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 10000.0,
          "period": "one_time",
          "service": "financial consulting"
        }
      ]
    },
    "quotes": [
      "Clients may include individuals, trusts, foundations, endowments, and corporations.  Tekmen Wells  does not require any account minimum.",
      "Consulting fees can be hourly, fixed fee basis, or included with asset management services. Our hourly charge is $600 per hour.",
      "Because of the varied nature of consulting services, fixed fees will vary greatly, but will generally be between $500 and $10,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/tekmen-wells-llc-new-york-ny-168431.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 394841.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 19,
      "fewer_than_5": false,
      "raum": 87895201.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 4130044.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168431",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}