← Tributary

WELLS GLOBAL INVESTMENT ADVISERS LLC

WINTER HAVEN, FL · CRD 150139 · IAPD ↗ · 863-294-3361

$101.3MRegulatory AUM
2Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
February 2025 — WELLS GLOBAL INVESTMENT ADVISERS LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
January 2025 — WELLS GLOBAL INVESTMENT ADVISERS LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.