# Wellfit Financial

> Wellfit Financial is a state-registered investment advisory firm in Phoenix, AZ, registered since 2009, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 149167
- Filed as: WELLFIT FINANCIAL
- Legal name: Lane Financial, P.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Phoenix, AZ
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/149167
- AdvisorCensus page: https://advisorcensus.com/firm/wellfit-financial-phoenix-az-149167

## Quick answers

**How is Wellfit Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Wellfit Financial reports these compensation arrangements: a percentage of assets under its management.

**Where is Wellfit Financial located?**
Wellfit Financial's principal office is in Phoenix, AZ, according to its Form ADV.

**Is Wellfit Financial registered with the SEC or a state?**
Wellfit Financial is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 149167.

**How much does Wellfit Financial manage?**
Wellfit Financial reports $11,310,540 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (0% discretionary).

**What types of clients does Wellfit Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5); high net worth individuals (1).

**Does Wellfit Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/149167

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $11,310,540
- Discretionary: $0
- Non-discretionary: $11,310,540

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $3,503,348 |
| High net worth individuals | 1 | $7,807,192 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2009 (17 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wellfitfinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wellfit Financial (CRD 149167): Form ADV filing data as of October 2026.