RIA Intel›Advisers›Florida›FINANCIAL WELLNESS SOLUTIONS, LLC

FINANCIAL WELLNESS SOLUTIONS, LLC

Advisory

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in FL

#2,410

of 2,610 advisers by AUM

Average account

$363K

across 8 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients8

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

8 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

W BRADLEY WEALTH MANAGEMENT LLC

$3M

GUARDIAN ADVISORS, LLC

$3M

BOCA RETIREMENT STRATEGIES INC.

$3M

CP FINANCIAL ADVISORY, LLC

$3M

MASLAR FINANCIAL, INC.

$3M

MEDINA CAPITAL ADVISORS, LLC

CORAL GABLES, FL

$3M

-99.1% 1Y

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