WELLS STREET ADVISORS, LLC

WELLS STREET ADVISORS, LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 166700). Regulatory assets under management: $475K.

Registration

• CRD: 166700
• Type: Registered investment adviser
• Location: 411 S. WELLS STREET, CHICAGO, IL, 60607
• Phone: 312-663-3052
• Latest filing: 2025-03-21
• Regulatory AUM: $475K
• Discretionary AUM: $475K
• Clients: 2
• Accounts: 1

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166700 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search