Wellfit Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,310,540
Clients
6
17% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$1,885,090
About
Wellfit Financial provides asset management and financial consulting primarily to individual and high‑net‑worth clients, constructing portfolios composed mainly of ETFs, mutual funds and other publicly traded securities. The firm also uses third‑party sub‑advisory services (Morningstar Managed Portfolios) for some accounts.
The firm emphasizes continuous account supervision with at least quarterly reviews and annual rebalancing, and employs fundamental, technical and cyclical analysis across both long‑term and short‑term purchase strategies. Cash positions are generally held in conservative instruments—money market funds, FDIC‑insured CDs, high‑grade commercial paper or government debt—to preserve liquidity and support fee debits.
Distinctive for its peer group, Wellfit reports the majority of its regulatory assets (about $9.6 million) are managed on a non‑discretionary basis, and the firm does not accept discretionary trading authority (clients or separate third‑party managers execute trades under separate agreements). The firm also discloses custodial and platform arrangements that provide bundled research and operational support and notes recent custodial transitions involving Altruist and Morningstar/AssetMark, factors that may influence execution and operational processes relative to peers.
Client services
Portfolio management
Expertise
Passive / index investing
Fee options
$0 - $249,999.99: 1.65% $250,000 - $999,999.99: 1.25% $1,000,000 - $2,499,999.99: 1.00% $2,500,000+: 0.75%
Main office location
Wellfit Financial
Paradise Valley AZ, United States
Number of offices
1
Most active in
Wellfit Financial has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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