Wellfit Financial

Wellfit Financial (CRD# 149167) is a financial advisory firm headquartered in Phoenix, AZ. They manage $8,350,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
10645 N. Tatum Blvd., Suite 200-212, Phoenix, AZ 85028
https://www.wellfitfinancial.com
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $1,192,857
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Wellfit Financial
Showing 1 - 1 of 1 top financial advisors.
1
Gregory Lane, financial advisor Phoenix AZ
Gregory J. Lane
CRD#: 2612708
11811 N. Tatum Blvd., #3031, Phoenix, AZ 85028

Gregory Lane (CRD# 2612708) is an Investment Advisor Representative working at Wellfit Financial in Phoenix, AZ and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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