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Building 2WELLMENT FINANCIAL

Map pinELMHURST, IL
Phone630-993-8200
NotebookSEC #801-122241
Total AUM
$312.7M
Employees
21
Clients
405

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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