WELLNESS FINANCIAL ASSOCIATES LLC

WELLNESS FINANCIAL ASSOCIATES LLC of CARY, NC is an SEC-registered investment adviser (CRD 171902).

Registration

• CRD: 171902
• Type: Registered investment adviser
• Location: 2500 REGENCY PARKWAY, CARY, NC, 27518
• Phone: 919-714-9555
• Latest filing: 2026-03-27
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171902 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search