WELLFIT FINANCIAL

WELLFIT FINANCIAL is an SEC-registered investment adviser (CRD 149167). Regulatory assets under management: $11.3M.

Registration

• CRD: 149167
• Type: Registered investment adviser
• Phone: 480-688-2222
• Latest filing: 2026-02-24
• Regulatory AUM: $11.3M
• Non-discretionary AUM: $11.3M
• Clients: 2
• Accounts: 6

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 149167 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search