WELLFIN360

WELLFIN360 is an SEC-registered investment adviser (CRD 329254). Regulatory assets under management: $1.6M.

Registration

• CRD: 329254
• Type: Registered investment adviser
• Phone: 781-460-8118
• Latest filing: 2026-05-22
• Regulatory AUM: $1.6M
• Discretionary AUM: $978K
• Non-discretionary AUM: $587K
• Clients: 1
• Accounts: 26

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 329254 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search