WELLS GLOBAL INVESTMENT ADVISERS LLC
CRD #150139 SEC #801-76875 WINTER HAVEN, FL 863-294-3361
SEC Registered
Total AUM
$93.8M
Discretionary
$93.8M
Employees
3
Clients
10
Accounts
131
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $93.8M | $93.8M | $0 | 3 | 0 |
| Jan 2025 | $91.5M | $91.5M | $0 | 3 | 0 |
| Dec 2024 | $91.5M | $91.5M | $0 | 3 | 0 |
| Feb 2024 | $91.5M | $91.5M | $0 | 3 | 0 |
| Mar 2023 | $91M | $91M | $0 | 3 | 0 |
| Jan 2022 | $106.7M | $106.7M | $0 | 3 | 0 |
| Apr 2021 | $103.7M | $103.7M | $0 | 3 | 0 |
| Mar 2021 | $103.7M | $103.7M | $0 | 3 | 0 |
| Jul 2020 | $92.2M | $92.2M | $0 | 3 | 0 |
| Jul 2020 | $92.2M | $92.2M | $0 | 3 | 0 |
| Jun 2020 | $92.2M | $92.2M | $0 | 3 | 0 |
| Mar 2020 | $92.2M | $92.2M | $0 | 3 | 0 |
| Mar 2019 | $90.6M | $90.6M | $0 | 3 | 0 |
| Mar 2018 | $96.7M | $96.7M | $0 | 3 | 0 |
| Jan 2018 | $100M | $100M | $0 | 3 | 0 |
| Aug 2017 | $100M | $100M | $0 | 2 | 200 |
| Mar 2017 | $100M | $100M | $0 | 2 | 200 |
| Mar 2016 | $100M | $100M | $0 | 2 | 200 |
| Mar 2015 | $100M | $100M | $0 | 4 | 200 |
| Mar 2014 | $100M | $100M | $0 | 4 | 200 |
| Mar 2013 | $100M | $100M | $0 | 4 | 200 |
| Aug 2012 | $100M | $100M | $0 | 1 | 200 |
| Jun 2012 | $100M | $100M | $0 | 1 | 200 |
DateFeb 2025
Total AUM$93.8M
Discretionary$93.8M
Non-Disc.$0
Employees3
Clients0
DateJan 2025
Total AUM$91.5M
Discretionary$91.5M
Non-Disc.$0
Employees3
Clients0
DateDec 2024
Total AUM$91.5M
Discretionary$91.5M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$91.5M
Discretionary$91.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$106.7M
Discretionary$106.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees3
Clients0
DateJul 2020
Total AUM$92.2M
Discretionary$92.2M
Non-Disc.$0
Employees3
Clients0
DateJul 2020
Total AUM$92.2M
Discretionary$92.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$92.2M
Discretionary$92.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$92.2M
Discretionary$92.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$90.6M
Discretionary$90.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$96.7M
Discretionary$96.7M
Non-Disc.$0
Employees3
Clients0
DateJan 2018
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees3
Clients0
DateAug 2017
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees2
Clients200
DateMar 2017
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees2
Clients200
DateMar 2016
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees2
Clients200
DateMar 2015
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees4
Clients200
DateMar 2014
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees4
Clients200
DateMar 2013
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees4
Clients200
DateAug 2012
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees1
Clients200
DateJun 2012
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees1
Clients200