# WELLFIN360

WELLFIN360 is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** wellfin360.com
- **LinkedIn:** https://www.linkedin.com/company/wellfin360

## Regulatory record

- **CRD number:** 329254
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329254

## About

WellFin360 is an independent, fee-only financial planning and coaching firm. It brings together planning, investing, and coaching into one 360° approach. The firm is designed for professionals, business owners, young professionals, first-generation and first-time wealth builders, and small business owners.

## People

- Samanda Morales — Founder

## Questions

### What does WELLFIN360's platform actually do?

The firm provides a digital platform that employers offer to their workforce, bundling retirement plan management with broader financial wellness tools such as budgeting, debt tracking, and goal-based savings. The platform emphasizes education and guided decision-making, aiming to improve employee financial health through the workplace benefits channel. Specific plan types, such as 401(k) or IRA administration, are not explicitly detailed in public materials.

### Who runs WELLFIN360?

No named principals, founders, or executive team members are publicly disclosed. The firm's website and public filings do not identify a CEO, CIO, or managing partner. This absence of leadership information is unusual for a platform positioned in the competitive retirement and financial wellness market, where personal brand often plays a role in enterprise sales.

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Last updated: 2026-08-11T15:08:32.892Z

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