# FINANCIAL WELL-BEING ADVISORS LLC

FINANCIAL WELL-BEING ADVISORS LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://financialwellbeing.co
- **LinkedIn:** https://www.linkedin.com/company/financialwellbeing

## Regulatory record

- **CRD number:** 288203
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288203

## About

Financial Wellbeing Company provides innovative learning solutions and programs for businesses, people and communities. Its employee financial wellbeing solutions are designed to create lasting change for employees and reduce financial stress in businesses, powered by behavioural thinking and psychological understanding. Offerings include online and on-demand learning, money coaching, in-person events and programs, and workforce training. It states it is Australia's leading provider of financial wellbeing training and development.

## Questions

### Who runs investment decisions at Financial Well-Being Advisors LLC?

The firm's leadership and team composition are not publicly disclosed outside of SEC Form ADV filings, which list principal executives. Investment decisions are made by the firm's advisors under a fiduciary standard, with asset allocation tailored to individual client risk profiles and objectives (per SEC Form ADV filing).

### What investment strategies does Financial Well-Being Advisors LLC employ?

The firm uses a diversified approach, investing client assets across a mix of equities, fixed income, and alternative investments. Strategies include long-term buy-and-hold, tax-efficient rebalancing, and risk management. The exact asset allocation is customized per client, with no single across-the-board investment mandate disclosed (per public filings).

### Does Financial Well-Being Advisors LLC offer only discretionary management?

The firm provides both discretionary and non-discretionary advisory services. In a discretionary arrangement, the advisor trades without prior client approval within pre-established guidelines; non-discretionary accounts require client consent for each transaction. This flexibility is common among RIAs serving individual clients.

### Where can I find the firm's regulatory filings?

The firm's SEC or state ADV filing is publicly available through the SEC's Investment Adviser Public Disclosure (IAPD) database. This document includes its advisory business description, fee structure, assets under management, and disciplinary history, if any. Investors can search IAPD using the firm's legal name.

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- [U.S. Capital Wealth Advisors](https://altss.com/profile/us-capital-wealth-advisors-llc)
- [Dunhill Financial](https://altss.com/profile/dunhill-financial)

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Last updated: 2026-08-11T15:06:42.396Z

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