SourcingSourcing

WELLS GLOBAL INVESTMENT ADVISERS LLC

A81
CRD 150139·SEC 801-76875·WINTER HAVEN, FL
AUM
$101.3M
$100M-$500M
Est. Revenue
$1.0M
@ 1% on AUM
Est. EBITDA
$304K
@ 30% margin
Est. Deal Value
$2.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WELLS GLOBAL INVESTMENT ADVISERS LLC
CRD
150139
SEC file #
801-76875
EIN
—
DBA names
—

Economics

AUM
$101.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$90.6M → $101.3M▲ +12%
Client mix
Individuals Other89
Individuals High Net Worth44

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
WINTER HAVEN FL
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/24/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WELLS, JAMES, PATRICK
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
WELLS, JAMES, PATRICK
WELLS, PATRICIA, GADECKI
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1083
Soi Zip Pct 200k Plus
0.0214
Soi Zip Returns 200k Plus
420
Soi Zip Total AGI
1,096,317
Fdic Zip Total Deposits
41,166,528,000
Fdic Zip Branch Count
410
Fdic Zip Top Banks
SouthState Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Pershing4
E*trade4
Fdic Zip Branches Raw
SunBank/Mid-Florida, National AssociationWinter Haven, FL
SunBank/Mid-Florida, National AssociationWinter Haven, FL
Fdic Zip HHI
1012.02
Fdic Zip Top Bank Share Pct
24.61
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI92,602
Returns6,720
Stub 2
AGI227,898
Returns6,270
Stub 3
AGI182,571
Returns3,010
Soi Zip Total Business Income
20,567
Soi Zip Total Cap Gains
64,555
Soi Zip Total Dividends
15,101
Soi Zip Total Returns
19,670
Top Owner CRD
1534949
Trust Company Affiliate
No

People (2)

2
WELLS, JAMES, PATRICK
IAR · Direct Owner · 87.5%
1534949
WELLS, PATRICIA, GADECKI
IAR · Executive Officer · 2.5%
1233407