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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WELLS, TERRY, BRADLEY | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| WELLS, TERRY, BRADLEY | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| WELLS, TERRY, BRADLEY | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| WELLS, TERRY, BRADLEY | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| WELLS, TERRY, BRADLEY | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| WELLS, TERRY, BRADLEY | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| WELLS, TERRY, BRADLEY | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| WELLS, TERRY, BRADLEY | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| WELLS, TERRY, BRADLEY | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| WELLS, TERRY, BRADLEY | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| WELLS, TERRY, BRADLEY | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| WELLS, TERRY, BRADLEY | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| WELLS, TERRY, BRADLEY | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| WELLS, TERRY, BRADLEY | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| WELLS, TERRY, BRADLEY | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| WELLS, TERRY, BRADLEY | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| WELLS, TERRY, BRADLEY | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| WELLS, TERRY, BRADLEY | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| WELLS, SARAH, ANN | I | PRINCIPAL | A | |
| WELLS, SARAH, ANN | I | PRINCIPAL | A | |
| WELLS, SARAH, ANN | I | PRINCIPAL | A | |
| WELLS, SARAH, ANN | I | PRINCIPAL | A | |
| WELLS, SARAH, ANN | I | PRINCIPAL | A | |
| WELLS, SARAH, ANN | I | PRINCIPAL | A | |
| WELLS, SARAH, ANN | I | PRINCIPAL | A | |
| WELLS, SARAH, ANN | I | PRINCIPAL | A | |
| WELLS, SARAH, ANN | I | PRINCIPAL | A | |
| WELLS, SARAH, ANN | I | PRINCIPAL | A | |
| WELLS, SARAH, ANN | I | PRINCIPAL | A | |
| WELLS, SARAH, ANN | I | PRINCIPAL | A | |
| WELLS, SARAH, ANN | I | PRINCIPAL | A | |
| WELLS, SARAH, ANN | I | PRINCIPAL | A | |
| WELLS, SARAH, ANN | I | PRINCIPAL | A | |
| WELLS, SARAH, ANN | I | PRINCIPAL | A | |
| WELLS, SARAH, ANN | I | PRINCIPAL | A | |
| WELLS, SARAH, ANN | I | PRINCIPAL | A |
Registrations
Federal
IA
Mar 20, 2025 REGISTERED
Notice Filings (5)
CT FL MA NH TX
Address
205 NEWBURY STREETSUITE 201
FRAMINGHAM, MA 01701
United States
Phone: 508-655-9303