Active
WELLS GLOBAL INVESTMENT ADVISERS LLC
Investment Advice|WINTER HAVEN, FL
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$93.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 93.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 150139 |
| SEC Number | 801-76875 |
| Street Address | 521 WEST CENTRAL AVENUE |
| Location | WINTER HAVEN, FL 33880 |
| Country | United States |
| Phone | 863-294-3361 |
| Total Employees | 3 |
Client Count by Type (131 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 87 |
| High Net Worth Individual… | 44 |
Community Partners
BERKLEY ACCELERATED
CITY OF AUBURNDALE
CITY OF BARTOW
CITY OF DAVENPORT
CITY OF FORT MEADE
CITY OF LAKE WALES
CITY OF WINTER HAVEN
COUNTY OF POLK
DUNDEE, TOWN OF
POLK COUNTY
POLK COUNTY CLERK OF COURTS
TOWN OF DUNDEE
TOWN OF HILLCREST HEIGHTS
TOWN OF LAKE HAMILTON
TOWN OF POLK CITY
VILLAGE OF HIGHLAND PARK
BERKLEY ACCELERATED
CITY OF AUBURNDALE
CITY OF BARTOW
CITY OF DAVENPORT
CITY OF FORT MEADE
CITY OF LAKE WALES
CITY OF WINTER HAVEN
COUNTY OF POLK
DUNDEE, TOWN OF
POLK COUNTY
POLK COUNTY CLERK OF COURTS
TOWN OF DUNDEE
TOWN OF HILLCREST HEIGHTS
TOWN OF LAKE HAMILTON
TOWN OF POLK CITY
VILLAGE OF HIGHLAND PARK
BERKLEY ACCELERATED
CITY OF AUBURNDALE
CITY OF BARTOW
CITY OF DAVENPORT
CITY OF FORT MEADE
CITY OF LAKE WALES
CITY OF WINTER HAVEN
COUNTY OF POLK
DUNDEE, TOWN OF
POLK COUNTY
POLK COUNTY CLERK OF COURTS
TOWN OF DUNDEE
TOWN OF HILLCREST HEIGHTS
TOWN OF LAKE HAMILTON
TOWN OF POLK CITY
VILLAGE OF HIGHLAND PARK
Municipal Government
16 Active
16
Organizations
ALAFIA PRESERVE COMMUNITY DEVELOPMENT DIST
ASTONIA COMMUNITY DEVELOPMENT DISTRICT
BARTOW HOUSING AUTHORITY
BELLAVIVA COMMUNITY DEVELOPMENT DISTRICT
BRADBURY COMMUNITY DEVELOPMENT DISTRICT
BRIDGEWATER COMMUNITY DEVELOPMENT DISTRICT
CENTRAL FLORIDA REGIONAL PLANNING COUNCI
CHAMPION'S RESERVE COMMUNITY DEVELOPMENT DISTRICT
CHARLES COVE COMMUNITY DEVELOPMENT DISTRICT
CITY CENTER COMMUNITY DEVELOPMENT DISTRICT
CLEAR SPRINGS STEWARDSHIP DISTRICT
CROSSROADS VILLAGE CENTER COMMUNITY DEVELOPMENT DISTRICT
CROSSWINDS EAST COMMUNITY DEVELOPMENT DISTRICT
CROSSWINDS WEST COMMUNITY DEVELOPMENT DISTRICT
CYPRESS PARK ESTATES COMMUNITY DEVELOPMENT DISTRICT
DAVENPORT ROAD SOUTH COMMUNITY DEVELOPMENT DISTRICT
DONALDSON KNOLL COMMUNITY DEVELOPMENT DIST
EAGLE HAMMOCK COMMUNITY DEVELOPMENT DISTRICT
EAGLE RIDGE COMMUNITY DEVELOPMENT DISTRICT
EAST 547 COMMUNITY DEVELOPMENT DISTRICT
ALAFIA PRESERVE COMMUNITY DEVELOPMENT DIST
ASTONIA COMMUNITY DEVELOPMENT DISTRICT
BARTOW HOUSING AUTHORITY
BELLAVIVA COMMUNITY DEVELOPMENT DISTRICT
BRADBURY COMMUNITY DEVELOPMENT DISTRICT
BRIDGEWATER COMMUNITY DEVELOPMENT DISTRICT
CENTRAL FLORIDA REGIONAL PLANNING COUNCI
CHAMPION'S RESERVE COMMUNITY DEVELOPMENT DISTRICT
CHARLES COVE COMMUNITY DEVELOPMENT DISTRICT
CITY CENTER COMMUNITY DEVELOPMENT DISTRICT
CLEAR SPRINGS STEWARDSHIP DISTRICT
CROSSROADS VILLAGE CENTER COMMUNITY DEVELOPMENT DISTRICT
CROSSWINDS EAST COMMUNITY DEVELOPMENT DISTRICT
CROSSWINDS WEST COMMUNITY DEVELOPMENT DISTRICT
CYPRESS PARK ESTATES COMMUNITY DEVELOPMENT DISTRICT
DAVENPORT ROAD SOUTH COMMUNITY DEVELOPMENT DISTRICT
DONALDSON KNOLL COMMUNITY DEVELOPMENT DIST
EAGLE HAMMOCK COMMUNITY DEVELOPMENT DISTRICT
EAGLE RIDGE COMMUNITY DEVELOPMENT DISTRICT
EAST 547 COMMUNITY DEVELOPMENT DISTRICT
ALAFIA PRESERVE COMMUNITY DEVELOPMENT DIST
ASTONIA COMMUNITY DEVELOPMENT DISTRICT
BARTOW HOUSING AUTHORITY
BELLAVIVA COMMUNITY DEVELOPMENT DISTRICT
BRADBURY COMMUNITY DEVELOPMENT DISTRICT
BRIDGEWATER COMMUNITY DEVELOPMENT DISTRICT
CENTRAL FLORIDA REGIONAL PLANNING COUNCI
CHAMPION'S RESERVE COMMUNITY DEVELOPMENT DISTRICT
CHARLES COVE COMMUNITY DEVELOPMENT DISTRICT
CITY CENTER COMMUNITY DEVELOPMENT DISTRICT
CLEAR SPRINGS STEWARDSHIP DISTRICT
CROSSROADS VILLAGE CENTER COMMUNITY DEVELOPMENT DISTRICT
CROSSWINDS EAST COMMUNITY DEVELOPMENT DISTRICT
CROSSWINDS WEST COMMUNITY DEVELOPMENT DISTRICT
CYPRESS PARK ESTATES COMMUNITY DEVELOPMENT DISTRICT
DAVENPORT ROAD SOUTH COMMUNITY DEVELOPMENT DISTRICT
DONALDSON KNOLL COMMUNITY DEVELOPMENT DIST
EAGLE HAMMOCK COMMUNITY DEVELOPMENT DISTRICT
EAGLE RIDGE COMMUNITY DEVELOPMENT DISTRICT
EAST 547 COMMUNITY DEVELOPMENT DISTRICT
Special District
96 Active
96
Organizations
POLK COUNTY SCHOOL DISTRICT
POLK COUNTY SCHOOL DISTRICT
POLK COUNTY SCHOOL DISTRICT
School District
1 Active
1
Organizations
101 THINGS
1240 TO 3 16 MINISTRIES INC
1 ACCORD MINISTRIES
1ST VETERANS KIDS CARE INC
2000 FEET INC
2ND CHANCE MINISTRY INC
2 STUDENTS MAKING EDUCATED DECISIONS INC
3 UP 3 DOWN ATHLETICS INC
4G FOUNDATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
5643 BUILDING ASSOCIATION INCORPORATED OF LAKE WALES FLA
5 STONES INC
863 Tigers Inc
A1 SPORTS ELITE INC
ABA DISASTER RELIEF INC
ABBA MINISTRIES INC
ABBEY LANE EAGLES RESIDENTS ASSOCIATION INC
ABBY GRACES HOPE INC
ABOUNDING IN FAITH INC
101 THINGS
1240 TO 3 16 MINISTRIES INC
1 ACCORD MINISTRIES
1ST VETERANS KIDS CARE INC
2000 FEET INC
2ND CHANCE MINISTRY INC
2 STUDENTS MAKING EDUCATED DECISIONS INC
3 UP 3 DOWN ATHLETICS INC
4G FOUNDATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
5643 BUILDING ASSOCIATION INCORPORATED OF LAKE WALES FLA
5 STONES INC
863 Tigers Inc
A1 SPORTS ELITE INC
ABA DISASTER RELIEF INC
ABBA MINISTRIES INC
ABBEY LANE EAGLES RESIDENTS ASSOCIATION INC
ABBY GRACES HOPE INC
ABOUNDING IN FAITH INC
101 THINGS
1240 TO 3 16 MINISTRIES INC
1 ACCORD MINISTRIES
1ST VETERANS KIDS CARE INC
2000 FEET INC
2ND CHANCE MINISTRY INC
2 STUDENTS MAKING EDUCATED DECISIONS INC
3 UP 3 DOWN ATHLETICS INC
4G FOUNDATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
5643 BUILDING ASSOCIATION INCORPORATED OF LAKE WALES FLA
5 STONES INC
863 Tigers Inc
A1 SPORTS ELITE INC
ABA DISASTER RELIEF INC
ABBA MINISTRIES INC
ABBEY LANE EAGLES RESIDENTS ASSOCIATION INC
ABBY GRACES HOPE INC
ABOUNDING IN FAITH INC
Nonprofit Organization
1326 Active
1326
Organizations
Community Partners117 organizations
BERKLEY ACCELERATED
Municipal Government·AUBURNDALE
CITY OF DAVENPORT
Municipal Government·DAVENPORT
CITY OF LAKE WALES
Municipal Government·LAKE WALES
CITY OF WINTER HAVEN
Municipal Government·WINTER HAVEN
DUNDEE, TOWN OF
Municipal Government·DUNDEE
POLK COUNTY
Municipal Government·BARTOW
POLK COUNTY CLERK OF COURTS
Municipal Government·BARTOW
TOWN OF DUNDEE
Municipal Government·DUNDEE
ALAFIA PRESERVE COMMUNITY DEVELOPMENT DIST
Special District·ORLANDO
BARTOW HOUSING AUTHORITY
Special District·BARTOW
BELLAVIVA COMMUNITY DEVELOPMENT DISTRICT
Special District·BOCA RATON
BRIDGEWATER COMMUNITY DEVELOPMENT DISTRICT
Special District·TAMPA
CENTRAL FLORIDA REGIONAL PLANNING COUNCI
Special District·BARTOW
DONALDSON KNOLL COMMUNITY DEVELOPMENT DIST
Special District·ORLANDO
EAGLE RIDGE COMMUNITY DEVELOPMENT DISTRICT
Special District·ORLANDO
HAINES CITY DRAINAGE DISTRICT
Special District·DAVENPORT
HIGHLAND MEADOWS COMMUNITY DEVELOPMENT DISTRICT
Special District·ORLANDO
LAKE ASHTON COMMUNITY DEVELOPMENT DISTRICT
Special District·LAKE WALES
LAKE ASHTON II COMMUNITY DEVELOPMENT DISTRICT
Special District·ORLANDO
LAKELAND AREA MASS TRANSIT DISTRICT
Special District·LAKELAND
LAKELAND HOUSING AUTHORITY
Special District·LAKELAND
LAKESIDE LANDINGS COMMUNITY DEVELOPMENT DISTRICT
Special District·ORLANDO
LAKE WALES HOUSING AUTHORITY
Special District·LAKE WALES
LEOMAS LANDING COMMUNITY DEVELOPMENT DISTRICT
Special District·TAMPA
MULBERRY CITY HOUSING AUTHORITY
Special District·PLANT CITY
101 THINGS
Nonprofit Organization·Winter Haven
1240 TO 3 16 MINISTRIES INC
Nonprofit Organization·Davenport
1 ACCORD MINISTRIES
Nonprofit Organization·Winter Haven
1ST VETERANS KIDS CARE INC
Nonprofit Organization·WINTER HAVEN
2000 FEET INC
Nonprofit Organization·DAVENPORT
2ND CHANCE MINISTRY INC
Nonprofit Organization·Bartow
2 STUDENTS MAKING EDUCATED DECISIONS INC
Nonprofit Organization·WINTER HAVEN
3 UP 3 DOWN ATHLETICS INC
Nonprofit Organization·Winter Haven
4G FOUNDATION
Nonprofit Organization·Davenport
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Winter Haven
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Davenport
5643 BUILDING ASSOCIATION INCORPORATED OF LAKE WALES FLA
Nonprofit Organization·LAKE WALES
5 STONES INC
Nonprofit Organization·WINTER HAVEN
863 Tigers Inc
Nonprofit Organization·Auburndale
A1 SPORTS ELITE INC
Nonprofit Organization·Winter Haven
ABA DISASTER RELIEF INC
Nonprofit Organization·WINTER HAVEN
ABBA MINISTRIES INC
Nonprofit Organization·Dundee
ABBEY LANE EAGLES RESIDENTS ASSOCIATION INC
Nonprofit Organization·Winter Haven
ABBY GRACES HOPE INC
Nonprofit Organization·Auburndale
ABOUNDING IN FAITH INC
Nonprofit Organization·Winter Haven
ABUNDANT BELIEVERS CHURCH INC
Nonprofit Organization·Winter Haven
ABUNDANT LIFE AND RESTORATION MINISTRIES
Nonprofit Organization·Lake Wales
ACE MENTOR PROGRAM OF AMERICA INC
Nonprofit Organization·Bartow
A Community Pregnancy Center Inc
Nonprofit Organization·Winter Haven
ADOPT A NURSING HOME AND ASSISTED LIVING FACILITIES INC
Nonprofit Organization·Winter Haven
ADULT ADVOCATE ALLIANCE INC
Nonprofit Organization·WINTER HAVEN
ADVANCE PREP ACADEMY INC
Nonprofit Organization·winter haven
Advent Defense League INC
Nonprofit Organization·Winter Haven
AdventHealth Polk North Inc
Nonprofit Organization·Davenport
AGAPE COUNSELING SERVICES
Nonprofit Organization·POLK CITY
AGAPE INTERNATIONAL MINISTRIES INC
Nonprofit Organization·Winter Haven
AGENT ORANGE VICTIMS & WIDOWS SUPPORT NETWORK
Nonprofit Organization·Davenport
A HEART FOR HEROS INC
Nonprofit Organization·Bartow
AHEPA CHAPTER 464 INC
Nonprofit Organization·WINTER HAVEN
AIRBOATERS FOR AUTISM AWARENESS INC
Nonprofit Organization·Lake Wales
AIR RACE EDUCATION-LAKELAND
Nonprofit Organization·Winter Haven
ALCOHOLICS ANONYMOUS
Nonprofit Organization·Winter Haven
ALEXANDER MINISTRIES INTERNATIONAL INC
Nonprofit Organization·LAKE HAMILTON
ALLEN TEMPLE OF LAKE WALES SOCIAL SERVICES
Nonprofit Organization·LAKE WALES
ALL FLORIDA CONSERVATION INC
Nonprofit Organization·WINTER HAVEN
ALL GIVING TREE MINISTRIES INCORPORATED
Nonprofit Organization·winter haven
ALLIANCE ETERNELLE OUTREACH MINISTRY
Nonprofit Organization·Davenport
ALLIANCE FOR FREE CITIZENS INC
Nonprofit Organization·LAKE WALES
ALL SAINTS ACADEMY INC
Nonprofit Organization·WINTER HAVEN
All Star Service Center Condominuim
Nonprofit Organization·Davenport
ALL VETERANS CENTER INC
Nonprofit Organization·FORT MEADE
AL NUR INC
Nonprofit Organization·Bartow
ALOHA ADVENTURES INC
Nonprofit Organization·Davenport
ALPHA OMICRON PI FRATERNITY INC
Nonprofit Organization·Winter Haven
ALTERNATIVE COMPLIMENTARY HEALTH AND EDUCATION CEN
Nonprofit Organization·WINTER HAVEN