# WELLS GLOBAL INVESTMENT ADVISERS LLC

WELLS GLOBAL INVESTMENT ADVISERS LLC of WINTER HAVEN, FL is an SEC-registered investment adviser.

## Registration

- CRD: 150139
- Type: SEC-registered investment adviser
- SEC file number: 801-76875
- Location: 521 WEST CENTRAL AVENUE, WINTER HAVEN, FL, 33880
- Phone: 863-294-3361
- Latest filing: 2026-02-24
- Regulatory AUM: $101.3M
- Discretionary AUM: $101.3M
- Clients: 3
- Accounts: 133

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| James Patrick Wells | MANAGING MEMBER | — |
| Patricia Gadecki Wells | CCO | — |
| WELLS JAMES PATRICK | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, MANAGING MEMBER; MANAGING MEMBER | — |
| WILLIAMS CLINTON | CCO | — |
| WELLS PATRICIA GADECKI | CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150139/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150139/similar
- Related entities: https://search.stillhousedata.com/firm/150139/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150139

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.