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
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    166
    ACCOUNTS
  • 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
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
655 Metro Place South, Suite 600, Dublin, OH 43017

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 A. Gross
CRD#: 6694430
305 Public Square Se, Second Floor Suite #4, Troy, OH 45373

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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