# Wells Investments, Inc.

> Wells Investments, Inc. is a state-registered investment advisory firm in Winter Haven, FL, registered since 1997, with no regulatory assets under management reported in its Form ADV filing dated February 24, 2026.

- CRD: 131076
- Filed as: WELLS INVESTMENTS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Winter Haven, FL
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/131076
- AdvisorCensus page: https://advisorcensus.com/firm/wells-investments-inc-winter-haven-fl-131076

## Quick answers

**How is Wells Investments, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Wells Investments, Inc. 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 Investments, Inc. located?**
Wells Investments, Inc.'s principal office is in Winter Haven, FL, according to its Form ADV.

**Is Wells Investments, Inc. registered with the SEC or a state?**
Wells Investments, Inc. is a state-registered investment advisory firm, registered since 1997. Status as filed: APPROVED. CRD 131076.

**Does Wells Investments, Inc. 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/131076

## 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

### Firm details
- Registered since: 1997 (29 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wells Investments, Inc. (CRD 131076): Form ADV filing data as of October 2026.