WELLS FINANCIAL ADVISORS, INC.
Doing business as TSW WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$279,258,283
Discretionary
$279,258,283
Non-discretionary
$0
Firm details
- CRD number
- 125209
- SEC file number
- 801-116680
- Main office
- FRAMINGHAM, MA, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.