Wellness Investment Advisers LLC

Wellness Investment Advisers LLC (CRD# 282042) is a financial advisory firm headquartered in Casstown, OH. They manage $320,114 in 4 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $80,029
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Wellness Investment Advisers LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert V. Burnette
CRD#: 1430593
Fletcher, OH
93
Wealthminder
score

Robert Burnette (CRD# 1430593) is an Investment Advisor Representative working at Wellness Investment Advisers LLC in Fletcher, OH and has over 14 years of experience in the finance industry.

2
Lori A. Gross
CRD#: 6694430
1930 Prime Court, Suite 103, Troy, OH 45373
76
Wealthminder
score

Lori Gross (CRD# 6694430) is an Investment Advisor Representative working at Wellness Investment Advisers LLC in Troy, OH and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.