# Wellfit Financial

Wellfit Financial is a RIA based in Phoenix.

## Overview

- **Organization type:** RIA
- **Headquarters:** Phoenix
- **Assets under management:** Undisclosed
- **Website:** https://wellfitfinancial.com

## Regulatory record

- **CRD number:** 149167
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/149167

## About

WellFit Financial provides investment planning for a healthier life, for investors who are as serious about their health as they are about their money. The firm believes financial health leads directly to better physical and mental health. It creates tailored investment management plans, is fee only, and takes no commissions.

## People

- Greg Lane — CPA (ret), RIA, Co-Founder and Principal
- Lisa Lane — RDN, Co-Founder and Principal

## Questions

### What investment stages does Wellfit Financial typically target?

Wellfit Financial's investment stage preference is unknown. No reported transactions, portfolio companies, or fund commitments exist in public databases. Without such records, no conclusion can be drawn about its focus on early-stage, growth, buyout, or credit opportunities.

## Related profiles

- [Service One Financial](https://altss.com/profile/service-one-financial)
- [Fuerst Financial Group, Inc.](https://altss.com/profile/fuerst-financial-group-inc)

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

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