WELLS GLOBAL INVESTMENT ADVISERS LLC

Overview

Wells Global Investment Advisers LLC is a small, client-focused registered investment adviser that manages discretionary portfolios for individuals, families and small-business owners. The firm leans heavily toward diversified, retail-friendly vehicles — public mutual funds and other pooled vehicles make up the bulk of assets under management — while supplementing core allocations with income and real-asset exposures. Advisory services are centered on financial planning and portfolio management, delivered under flexible fee arrangements (percentage of AUM, hourly and fixed fees). The firm is set up as a limited liability company and has been SEC registered since 2012. Wells Global positions itself to serve individual and family clients with a mix of traditional long-only strategies and complementary allocations to alternatives and insurance products. The structure and custody relationships suggest the adviser operates separately managed accounts alongside fund-based sleeves, implementing allocations that emphasize diversified mutual fund exposures supported by targeted alternative and annuity holdings for income, diversification and inflation protection.

Assets & Accounts

Investments & Alternatives

Location & Offices