Wellfull
Firm details
- Headquarters
- Harleysville, Pennsylvania
- CRD number
- 288705
- Registered since
- June 29, 2017
- Website
- wellfull.io
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.44%
- Individuals13.66%
- Pooled Investment Vehicles8.84%
- Corporations / Businesses1.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Wellfull LLC is an independent, owner-operated registered investment adviser that registered with the SEC in 2017. The firm acts as a capital allocator and serves both individual & family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, selection-of-advisers services, and pension consulting. Its fee model includes percentage-of-AUM and fixed-fee arrangements, and it also operates an insurance brokerage function. Wellfull is not an active ESG investor. The firm is involved on the sponsor/GP side and serves as a managing member of pooled investment vehicles, indicating direct participation in forming and running private funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Private Funds14%
- Cash & Cash Equivalents9%
- Exchange Traded Equities8%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 95Active vs passive
$1.2B in ETFs
73%
$859M
24%
$324M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $130M | 170,062 | 11.01% |
Location
Harleysville, PA
Montgomery
Location
Harleysville, PA
Headquartered in Harleysville, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 272 Ruth Rd
- Time zone
- ET (UTC-5)
- Office locations
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