Tanner Wesson Wells
Investment adviser representative at Wells Capital Advisors LLC
12 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Wells Capital Advisors LLCOct 2026 to now
- Ae Wealth Management, LLCJun 2017 to now
- Tw Advisors dba Wells Capital GroupJan 2014 to now
- Wittman Capital ManagementJan 2016 to Jun 2017
- Wittman Capital Management Investment & Estate Counsel, LLCJan 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (NV).
Wells Capital Advisors LLC
$0Assets managed
0Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6377351
- Firm CRD
- 342411