DBA: WELLFULL
| Total AUM | $866.4M |
| Discretionary | $866.4M100% of AUM |
| Client Accounts | 2,194 |
| Avg Account Size | $395K |
| Employees | 14 |
| Peak AUM | $866.4MMar 2026 |
Total AUM
$866M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $866M | +14.6% | +20.1% | +19.8% | |
| Discretionary AUM | |||||
| Total AUM | $866.4M |
| Discretionary | $866.4M |
| Employees | 14 |
| Client Accounts | 2194 |
| Client Range | 51-100 |
Address
272 RUTH ROAD
HARLEYSVILLE PA 19438
Phone
267-500-1080
Filing History
42 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$866M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $866M |
| +14.6% |
| +20.1% |
| +19.8% |
| Total Accounts | 2k | 7.4% | +10.1% | +12.5% |
| Avg Account Size | $394,872.862 | +23.8% | +9.1% | +6.4% |
| Employees | 14 | +40.0% | +11.9% | +9.2% |
| AUM / Employee | $62M | 18.1% | +7.4% | +9.6% |
Client AUM Segments | |||||
| Wealth AUM | $781M | +16.5% | +21.4% | +18.4% | |
| Institutional AUM | $9M | +13.5% | 2.2% | 10.3% | |
| Fund / Pooled AUM | $77M | 1.5% | +12.7% | — | |
Client Count Segments | |||||
| HNW Clients | 495 | 34.6% | +2.9% | +8.6% | |
| Institutional | 9 | +125.0% | +21.6% | 0.0% | |
| Pooled / Fund | 8 | 0.0% | +17.0% | — | |
| Individuals | 289 | +48.2% | +36.3% | +20.5% | |