HARLEYSVILLE, PACRD 288705Latest ADV March 11, 2026
Wellfull is an SEC registered investment adviser organized as a limited liability company with a primary office location in Harleysville, PA. Its latest Form ADV filing, dated March 11, 2026, reports $866M in regulatory assets under management, 14 employees, and 2,194 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.8% of total clients.
Top client categories% of clientsClients
1
Individuals
61.8%
495
2
HNWI
36.1%
289
3
Corporations
1.1%
9
4
Pooled Investment Vehicles
1.0%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$866Mas of March 11, 2026
Discretionary100.0%
$866M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$866M
Total Accounts2,194
10Y AUM Change+$866M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee57:1
10Y Employee Change+10 (+250.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.