# Tekmen Wells LLC

> 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.

- CRD: 168431
- Filed as: TEKMEN WELLS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168431
- AdvisorCensus page: https://advisorcensus.com/firm/tekmen-wells-llc-new-york-ny-168431

## Quick answers

**How is Tekmen Wells LLC compensated?**
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).

**How much does Tekmen Wells LLC charge?**
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.

**Where is Tekmen Wells LLC located?**
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).

**Is Tekmen Wells LLC registered with the SEC or a state?**
Tekmen Wells LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 168431.

**How much does Tekmen Wells LLC manage?**
Tekmen Wells LLC reports $92,420,086 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (100% discretionary).

**How have Tekmen Wells LLC's assets and staff changed since 2021?**
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.

**What types of clients does Tekmen Wells LLC serve?**
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).

**Which custodians does Tekmen Wells LLC use?**
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.

**Does Tekmen Wells LLC report any disciplinary disclosures?**
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

**Does Tekmen Wells LLC state an account minimum?**
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."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 30, 2026)

- Account minimum: None

> Clients may include individuals, trusts, foundations, endowments, and corporations. Tekmen Wells does not require any account minimum.

- Hourly rate: $600 an hour (financial consulting)

> Consulting fees can be hourly, fixed fee basis, or included with asset management services. Our hourly charge is $600 per hour.

- Flat fee: $500 to $10,000 (financial consulting)

> Because of the varied nature of consulting services, fixed fees will vary greatly, but will generally be between $500 and $10,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $92,420,086
- Discretionary: $92,420,086
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $394,841 |
| High net worth individuals | 19 | $87,895,201 |
| Corporations or other businesses not listed above | 2 | $4,130,044 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2013 (12 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- tekmenwells.com
- Facebook @Tekmenwells
- LinkedIn @tekmen-wells-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $54,467,478 | 3 | March 2, 2021 |
| October 2022 | $64,323,450 | 2 | March 11, 2022 |
| October 2023 | $66,638,109 | 2 | March 10, 2023 |
| October 2024 | $72,318,662 | 2 | March 12, 2024 |
| October 2025 | $85,711,653 | 2 | March 10, 2025 |
| October 2026 | $92,420,086 | 2 | January 30, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tekmen Wells LLC (CRD 168431): Form ADV filing data as of October 2026.