Wellfull
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 288705
- SEC number
- 801-110661
- Firm type
- RIA
- Assets under management
- $866.4M as of Mar 11, 2026
- Website
- www.youtube.com/channel/UCsucK9BdU5NmJq8DoWRm3fw ↗
- Phone
- 267-500-1080
- Address
- 272 Ruth Road, Harleysville, PA, 19438
Advisors at this firm
11 in our index · page 1 of 1
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Nicholas Anthony BernardoCRD 5246863 · Harleysville, PAIA RegisteredRegistration inactive
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Rose Alyssa BernardoCRD 4886286 · Harleysville, PAIA RegisteredRegistration inactiveDisclosure event(s) on record
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Anthony Bernardo JrCRD 726157 · Harleysville, PAIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Michele Lyn HewittCRD 7313627 · Harleysville, PAIA Registered
-
Matthew HaraburdaCRD 6078579 · Harleysville, PAIA RegisteredRegistration inactive
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Brock HewittCRD 7384170 · Harleysville, PAIA RegisteredRegistration inactive
-
Lisa Renae LeathermanCRD 4251091 · Chalfont, PAIA RegisteredRegistration inactive
-
Martha Suzanne PopeCRD 7091907 · Harleysville, PAIA Registered
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Matthew Ryan RittenhouseCRD 4550077 · Harleysville, PAIA RegisteredRegistration inactive
-
Lance Joseph RosinaCRD 6180424 · Harleysville, PAIA RegisteredRegistration inactive
-
Victoria Noelle WilliamsCRD 7785784 · Harleysville, PAIA Registered
1–11 of 11
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.
SEC IAPD record for firm CRD 288705 ↗
FINRA BrokerCheck record for firm CRD 288705 ↗
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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 Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.