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).
Total Assets Under Management0MILLION
Total Number of Accounts4ACCOUNTS
Average Account Value$80,029
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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.
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.