# Wellencourt Wealth Management

Wellencourt Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 337369
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/337369

## About

Wellencourt Wealth Management LLC is a state-registered investment adviser with $1 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Questions

### Who leads investment decisions at Wellencourt Wealth Management?

The firm has not publicly named any principals, executives, or investment committee members. This lack of transparency is unusual for firms that market to external clients, though some boutique RIAs operate without public-facing leadership profiles.

### Where does the wealth managed by Wellencourt originate?

No disclosure has been made regarding the source of wealth for families served by Wellencourt. Without named principals or a founding family, the wealth origin remains unknown.

## Related profiles

- [Compound Wealth Advisory and Tax LLC](https://altss.com/profile/compound-wealth-advisory-and-tax-llc)
- [EDEN FAMILY WEALTH GROUP, LLC](https://altss.com/profile/eden-family-wealth-group-llc)

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Last updated: 2026-07-06T01:24:28.778Z

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