# Wellness Financial Associates LLC

> Wellness Financial Associates LLC is a state-registered investment advisory firm in Cary, NC, registered since 2015, with no regulatory assets under management reported in its Form ADV filing dated March 27, 2026.

- CRD: 171902
- Filed as: WELLNESS FINANCIAL ASSOCIATES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cary, NC
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171902
- AdvisorCensus page: https://advisorcensus.com/firm/wellness-financial-associates-llc-cary-nc-171902

## Quick answers

**How is Wellness Financial Associates LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wellness Financial Associates LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Wellness Financial Associates LLC located?**
Wellness Financial Associates LLC's principal office is in Cary, NC, according to its Form ADV.

**Is Wellness Financial Associates LLC registered with the SEC or a state?**
Wellness Financial Associates LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 171902.

**Does Wellness Financial Associates LLC 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/171902

## From the Form ADV filing

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

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wellness Financial Associates LLC (CRD 171902): Form ADV filing data as of October 2026.