# Wells Street Advisors, LLC

> Wells Street Advisors, LLC is a state-registered investment advisory firm in Chicago, IL, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 21, 2025.

- CRD: 166700
- Filed as: WELLS STREET ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 21, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166700
- AdvisorCensus page: https://advisorcensus.com/firm/wells-street-advisors-llc-chicago-il-166700

## Quick answers

**How is Wells Street Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wells Street Advisors, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wells Street Advisors, LLC located?**
Wells Street Advisors, LLC's principal office is in Chicago, IL, according to its Form ADV.

**Is Wells Street Advisors, LLC registered with the SEC or a state?**
Wells Street Advisors, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 166700.

**How much does Wells Street Advisors, LLC manage?**
Wells Street Advisors, LLC reports $475,000 in regulatory assets under management in its Form ADV filing dated March 21, 2025 (100% discretionary).

**Does Wells Street Advisors, LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/166700

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $475,000
- Discretionary: $475,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other investment advisers | Fewer than 5 | $475,000 |

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

### Firm details
- Registered since: 2013 (13 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/166700

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wells Street Advisors, LLC (CRD 166700): Form ADV filing data as of October 2026.