Wellness Investment Advisers LLC
Wellness Investment Advisers LLC (CRD# 282042) is a financial advisory firm headquartered in , . They manage $23,820,000 in 166 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Wellness Investment Advisers LLC
By the Numbers
-
Total Assets Under Management24MILLION
-
Total Number of Accounts166ACCOUNTS
-
Average Account Value$143,494
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH, TX
Financial Advisors at Wellness Investment Advisers LLC
1
Robert Burnette (CRD# 1430593) is an Investment Advisor Representative working at Wellness Investment Advisers LLC in Dublin, OH and has over 19 years of experience in the finance industry.
2
Lori Gross (CRD# 6694430) is an Investment Advisor Representative working at Wellness Investment Advisers LLC in Troy, OH and has over 7 years of experience in the finance industry.
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