# Wells Global Investment Advisers LLC

> Wells Global Investment Advisers LLC is an SEC-registered investment advisory firm in Winter Haven, FL, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 150139
- Filed as: WELLS GLOBAL INVESTMENT ADVISERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Winter Haven, FL
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/150139
- AdvisorCensus page: https://advisorcensus.com/firm/wells-global-investment-advisers-llc-winter-haven-fl-150139

## Quick answers

**How is Wells Global Investment Advisers LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wells Global Investment Advisers LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wells Global Investment Advisers LLC located?**
Wells Global Investment Advisers LLC's principal office is in Winter Haven, FL, according to its Form ADV.

**Is Wells Global Investment Advisers LLC registered with the SEC or a state?**
Wells Global Investment Advisers LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 150139.

**How much does Wells Global Investment Advisers LLC manage?**
Wells Global Investment Advisers LLC reports $101,300,000 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary).

**How have Wells Global Investment Advisers LLC's assets and staff changed since 2021?**
In the Form ADV data for Wells Global Investment Advisers LLC: Regulatory assets under management: $103,720,000 in the October 2021 data and $101,300,000 in the October 2026 data, down 2%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wells Global Investment Advisers LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (89); high net worth individuals (44).

**Which custodians does Wells Global Investment Advisers LLC use?**
Wells Global Investment Advisers 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 Wells Global Investment Advisers 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/150139

## From the Form ADV filing

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

### 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: $101,300,000
- Discretionary: $101,300,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 89 | $31,403,000 |
| High net worth individuals | 44 | $69,897,000 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $103,720,000 | 3 | April 12, 2021 |
| October 2022 | $106,746,000 | 3 | January 12, 2022 |
| October 2023 | $91,000,000 | 3 | March 2, 2023 |
| October 2024 | $91,481,000 | 3 | February 29, 2024 |
| October 2025 | $93,750,000 | 3 | February 14, 2025 |
| October 2026 | $101,300,000 | 3 | February 24, 2026 |

Regulatory assets under management: $103,720,000 in the October 2021 data and $101,300,000 in the October 2026 data, down 2%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wells Global Investment Advisers LLC (CRD 150139): Form ADV filing data as of October 2026.