RIA Intel›Advisers›Massachusetts›WELLS FINANCIAL ADVISORS, INC.

WELLS FINANCIAL ADVISORS, INC.

Advisory

N·FRAMINGHAM, MA

Data as of Mar 16, 2026 · Source: SEC Form ADV

Total AUM
$279M
1-Year AUM Growth
+9.8%
3-Year CAGR
+3.1%
Employees
2
Assets Under Management
Total AUM$279M
Discretionary AUM$279M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients130
Team
Total Employees2
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record15
First FilingApr 24, 2019
Latest FilingMar 16, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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