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Wells Capital Group

EST. AUM
$0

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CLIENT ACCOUNTS

Firm Details

Metro area Las Vegas
CRD Number 342411
Website wellscapitalgroup.com
Client types

Overview

Wells Capital Group is a Las Vegas-based wealth management and retirement planning practice operating through registered investment adviser Wells Capital Advisors LLC. The firm provides discretionary investment management, financial planning, retirement income strategies, wealth management, rollover guidance, insurance and asset-preservation services. Client portfolios are customized around financial objectives, risk tolerance, time horizon, liquidity and income requirements. Investments may include equities, bonds, ETFs, mutual funds, alternatives, structured notes and cash. Wells Capital also uses third-party model managers and platform providers when appropriate. Its clientele includes individuals, high-net-worth individuals, trusts, estates, foundations, corporations and business owners.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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