Wells, Fay
Firm details
- Headquarters
- Culver City, California
- CRD number
- 326454
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Educational Seminars / Workshops
Firm profile
FINTRXOverview
Wells, Fay operates as a sole proprietorship and is classified as an independent registered investment adviser owned by an individual. The firm charges clients via hourly and fixed-fee arrangements and lists educational seminars and workshops as part of its advisory activities. It is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. The year of SEC registration is not reported.
Assets & Accounts
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
Contacts
1 of 1Fay Wells
Owner, Investment Advisor RepresentativeCRD 7724798
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Culver City, CA
Los Angeles
Location
Culver City, CA
Headquartered in Culver City, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 10866 Washington Blvd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Thompson Wealth Management, Inc.
RIACulver City, CA
Hackman Capital Partners, LLC
RIACulver City, CA
Altruist Advisors LLC
RIACulver City, CA
WWM Advisory Inc.
RIACulver City, CA
Inceptiv
RIACulver City, CA
A Yeo Capital Management LLC
RIACulver City, CA