# Financial Wellness Solutions

Financial Wellness Solutions is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** financialwellnesssolutions.net

## Regulatory record

- **CRD number:** 170465
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170465

## About

FINANCIAL WELLNESS SOLUTIONS, LLC is a state-registered investment adviser with $3 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### What is Financial Wellness Solutions LLC?

Financial Wellness Solutions LLC is a registered investment advisor based in the United States. The firm's public profile is limited, with no detailed information on leadership, assets under management, or investment strategy available from publicly accessible sources.

### Who leads Financial Wellness Solutions LLC?

The firm's leadership is not documented in public databases, professional networks, or regulatory filings. No named principals or executives have been identified in public records.

### How large is Financial Wellness Solutions LLC?

The firm's assets under management (AUM) are not publicly disclosed. No estimate can be reliably derived from available information.

### Where is Financial Wellness Solutions LLC located?

The firm's headquarters location is not publicly available. The entity is structured as a limited liability company under US law.

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Last updated: 2026-07-11T05:36:23.000Z

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