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WELLS INVESTMENTS, INC.

CRD 131076

Visit website

521 WEST CENTRAL AVENUE, WINTER HAVEN, FL, 33880, United States

Phone

863-294-3361

Fax

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

2 total employees; 2 advisory reps; 10 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-02-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

All web addresses on file

Official SEC filing: View on IAPD