RIA Intel›Advisers›Massachusetts›WELLFIN360 LLC

WELLFIN360 LLC

Advisory

MA

Data as of May 22, 2026 · Source: SEC Form ADV

Rank in MA

#1,540

of 1,590 advisers by AUM

Average account

$60K

across 26 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed May 22, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$978K

Non-Discretionary AUM$587K

Discretionary %62.5%

Total Clients12

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

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

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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.

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Client Demographics

12 clients

3 high-net-worth

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

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Advisers of similar size in MA

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

HARTMAN, JEREMY

$2M

CURTIN FINANCIAL SERVICES, INC.

$2M

PRIORE, MATTHEW COTE

$2M

BY THE SQUARE INVESTMENTS LLC

$2M

CFS FINANCIAL, LLC

$2M

ALLEN FINANCIAL ADVISORS INC

$1M

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