RIA Intel›Advisers›Ohio›WELLNESS INVESTMENT ADVISERS LLC

WELLNESS INVESTMENT ADVISERS LLC

Advisory

OH

Data as of Feb 24, 2026 · Source: SEC Form ADV

Average account

$117K

across 2 accounts

AUM per adviser

$117K

2 advisers

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM

$234K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$234K

Discretionary AUM$234K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients124

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH, TX

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

124 clients

2 high-net-worth

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

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

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