firm profile
Wells Global Investment Advisers LLC
Overview
Wells Global Investment Advisers LLC is an SEC and state registered investment adviser based in Winter Haven, FL, registered since 2009. It reports $101M in assets under management across 133 accounts, with 3 employees.
- Reported AUM
- $101M
- Discretionary
- 100%
- Accounts
- 133
- Average account
- $762K
- Employees
- 3
- Registered since
- 2009
- Jurisdictions
- 4
As reported in the firm's February 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 2 of 2
- James Patrick Wells Managing Member CRD 1534949
- Patricia Gadecki Wells Chief Compliance Officer CRD 1233407
Location
- Headquarters
- 521 W Central Ave
Winter Haven, FL 33880 - County
- Polk
- Metro area
- Lakeland-Winter Haven, FL
- Region
- South
Registrations
- SEC and state registered
- Registered in 4 jurisdictions
Every state, with registration dates
Similar firms near Winter Haven
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- IplanWinter Haven, FL$30.9M AUM
- Campbell & AssociatesWinter Haven, FL$11.3M AUM
- Wells Investments, Inc.Winter Haven, FL2 reps
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