Wells Financial Advisors is an investment advisor in Framingham with $233.83 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
43318813
SEC advisor number
801-116680
FINRA CRD number
125209
AUM ?
$233.83 mm
(as of 24 Oct 22)
Accounts
398
(as of 24 Oct 22)
Employees
6
(2 investment advisory or research)
Office hours
Monday - Friday, 8:30 AM - 4:30 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Wells, Terry, Bradley | Managing Principal/chief Compliance Officer | 08/1996 | > 75% |
Wells, Sarah, Ann | Principal | 03/2015 | 5-10% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 May 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22