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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 14, 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, PATRICIA, GADECKI | I | CCO | NA | Control |
| WELLS, PATRICIA, GADECKI | I | CCO | NA | Control |
| WELLS, PATRICIA, GADECKI | I | CCO | NA | Control |
| WELLS, PATRICIA, GADECKI | I | CCO | NA | Control |
| WELLS, PATRICIA, GADECKI | I | CCO | NA | Control |
| WELLS, PATRICIA, GADECKI | I | CCO | NA | Control |
| WELLS, PATRICIA, GADECKI | I | CCO | NA | Control |
| WELLS, PATRICIA, GADECKI | I | CCO | NA | Control |
| WILLIAMS, CLINTON | I | CCO | NA | |
| WILLIAMS, CLINTON | I | CCO | NA | |
| WILLIAMS, CLINTON | I | CCO | NA | |
| WILLIAMS, CLINTON | I | CCO | NA | |
| WILLIAMS, CLINTON | I | CCO | NA | |
| WILLIAMS, CLINTON | I | CCO | NA | |
| WELLS, JAMES, PATRICK | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | E | Control |
| WELLS, JAMES, PATRICK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WELLS, JAMES, PATRICK | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | E | Control |
| WELLS, JAMES, PATRICK | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | E | Control |
| WELLS, JAMES, PATRICK | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | E | Control |
| WELLS, JAMES, PATRICK | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | E | Control |
| WELLS, JAMES, PATRICK | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | E | Control |
| WELLS, JAMES, PATRICK | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | E | Control |
| WELLS, JAMES, PATRICK | I | MANAGING MEMBER | E | Control |
| WELLS, JAMES, PATRICK | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | E | Control |
| WELLS, JAMES, PATRICK | I | MANAGING MEMBER | E | Control |
| WELLS, JAMES, PATRICK | I | MANAGING MEMBER | E | Control |
| WELLS, JAMES, PATRICK | I | MANAGING MEMBER | E | Control |
| WELLS, JAMES, PATRICK | I | MANAGING MEMBER | E | Control |
| WELLS, JAMES, PATRICK | I | MANAGING MEMBER | E | Control |
| WELLS, JAMES, PATRICK | I | MANAGING MEMBER | E | Control |
| WELLS, JAMES, PATRICK | I | MANAGING MEMBER | E | Control |
| WELLS, JAMES, PATRICK | I | MANAGING MEMBER | E | Control |
| WELLS, JAMES, PATRICK | I | MANAGING MEMBER | E | Control |
| WELLS, JAMES, PATRICK | I | MANAGING MEMBER | E | Control |
| WELLS, JAMES, PATRICK | I | MANAGING MEMBER | E | Control |
| WELLS, JAMES, PATRICK | I | MANAGING MEMBER | E | Control |
| WELLS, JAMES, PATRICK | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Feb 14, 2025 REGISTERED
Notice Filings (5)
FL GA LA NH TX
Address
521 WEST CENTRAL AVENUEWINTER HAVEN, FL 33880
United States
Phone: 863-294-3361