Wellment Financial

CRD 166746 · Elmhurst, IL · $312.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 166746
SEC number: 801-122241
Firm type: RIA
Assets under management: $312.7M as of May 16, 2026
Website: academy.wellment.com ↗
Phone: 630-993-8200
Address: 444 N. York Street, Elmhurst, IL, 60126

Advisors at this firm

11 in our index · page 1 of 1

Joshua Edward BretlCRD 4341633 · Elmhurst, IL

IA Registered
Robert Charles BretlCRD 4380072 · Elmhurst, IL

IA Registered
Scott Edward BretlCRD 2105530 · Osprey, FL

IA Registered
Charles M CareyCRD 7291767 · Elmhurst, IL

IA Registered
Erin FogartyCRD 7124120 · Elmhurst, IL

IA Registered
Stephen George FrancisCRD 7613098 · Elmhurst, IL

IA Registered
Mark Phillip KomorowskiCRD 7238209 · Elmhurst, IL

IA RegisteredRegistration inactive
Michael Todd LeighCRD 7170046 · Elmhurst, IL

IA Registered
Sean Thomas PapreckCRD 6424813 · Elmhurst, IL

IA Registered
Bryan Tyrell StigerCRD 4718285 · Elmhurst, IL

IA RegisteredRegistration inactive
Brian J SzymczakCRD 7178602 · Elmhurst, IL

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.