WELLS FINANCIAL ADVISORS, INC.
Legal name: TSW WEALTH MANAGEMENT
CRD #125209 SEC #801-116680 FRAMINGHAM, MA 508-655-9303
SEC Registered
Total AUM
$248.6M
Discretionary
$248.6M
Employees
5
Clients
10
Accounts
426
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $248.6M | $248.6M | $0 | 5 | 0 |
| Mar 2025 | $248.6M | $248.6M | $0 | 5 | 0 |
| Mar 2024 | $223.3M | $223.3M | $0 | 5 | 0 |
| Mar 2024 | $223.3M | $223.3M | $0 | 5 | 0 |
| Mar 2023 | $203.4M | $203.4M | $0 | 5 | 0 |
| Mar 2023 | $203.4M | $203.4M | $0 | 5 | 0 |
| Oct 2022 | $233.8M | $233.8M | $0 | 6 | 0 |
| Mar 2022 | $233.8M | $233.8M | $0 | 6 | 0 |
| Mar 2022 | $233.8M | $233.8M | $0 | 6 | 0 |
| Mar 2021 | $203.9M | $203.9M | $0 | 5 | 0 |
| Mar 2021 | $203.9M | $203.9M | $0 | 5 | 0 |
| Jun 2020 | $180.5M | $180.5M | $0 | 5 | 0 |
| Jun 2020 | $180.5M | $180.5M | $0 | 5 | 0 |
| Mar 2020 | $180.5M | $180.5M | $0 | 5 | 0 |
| Nov 2019 | $135.4M | $135.4M | $0 | 4 | 2 |
| Jul 2019 | $135.4M | $135.4M | $0 | 4 | 2 |
| Apr 2019 | $135.4M | $135.4M | $0 | 4 | 2 |
DateMar 2025
Total AUM$248.6M
Discretionary$248.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$248.6M
Discretionary$248.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$223.3M
Discretionary$223.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$223.3M
Discretionary$223.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$203.4M
Discretionary$203.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$203.4M
Discretionary$203.4M
Non-Disc.$0
Employees5
Clients0
DateOct 2022
Total AUM$233.8M
Discretionary$233.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$233.8M
Discretionary$233.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$233.8M
Discretionary$233.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$203.9M
Discretionary$203.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$203.9M
Discretionary$203.9M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$180.5M
Discretionary$180.5M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$180.5M
Discretionary$180.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$180.5M
Discretionary$180.5M
Non-Disc.$0
Employees5
Clients0
DateNov 2019
Total AUM$135.4M
Discretionary$135.4M
Non-Disc.$0
Employees4
Clients2
DateJul 2019
Total AUM$135.4M
Discretionary$135.4M
Non-Disc.$0
Employees4
Clients2
DateApr 2019
Total AUM$135.4M
Discretionary$135.4M
Non-Disc.$0
Employees4
Clients2