Wells Investments, Inc.

Overview

Wells Investments, Inc. is a state registered investment adviser based in Winter Haven, FL, registered since 1997. It has 2 investment adviser representatives.

Employees

2

Advisory reps

2

Registered since

1997

Jurisdictions

1

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• James Patrick Wells Chief Executive Officer CRD 1534949
• Patricia Gadecki Wells President CRD 1233407

Advisory reps 2 of 2

• James Patrick Wells Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1534949
• Patricia Gadecki Wells Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1233407

Location

Headquarters

521 W Central Ave
Winter Haven, FL 33880

County

Polk

Metro area

Lakeland-Winter Haven, FL

Region

South

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: wellsinvestments.com

Every state, with registration dates

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