# WELLNESS FINANCIAL ASSOCIATES LLC

WELLNESS FINANCIAL ASSOCIATES LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 171902
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171902

## About

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.

## 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.

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- [Strategic Finance & Management](https://altss.com/profile/strategic-finance-and-management-llc)
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Last updated: 2026-07-06T01:24:28.778Z

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