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WELLNESS FINANCIAL ASSOCIATES LLC
Wellness Financial Associates LLC is a state-registered investment adviser in Cary, NC. It has one employee and one investment adviser. The firm is based in...
WELLNESS FINANCIAL ASSOCIATES LLC
Wellness Financial Associates LLC is a state-registered investment adviser in Cary, NC. It has one employee and one investment adviser. The firm is based in Cary.
General information
Firm type
RIA
Location
Region
North America
Frequently asked questions
Who runs investment decisions at Wellness Financial Associates LLC?
No principals or investment decision-makers have been publicly identified for Wellness Financial Associates LLC. Public records and company registrations do not list named officers or directors tied to the firm. This level of confidentiality is common for single-family offices with a privacy-first mandate.
Does Wellness Financial Associates LLC participate in fund commitments or only direct deals?
The firm's investment style — whether fund commitments or direct deals — is unknown due to the absence of any public filings or news mentions. No regulatory filings (e.g., 13F for SEC-reporting managers) have been linked to the firm. Its investment approach remains entirely opaque.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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