Wellment Financial
Wellment Financial reported a Form 13F information table total of $80.83 million in 38 entries in its Form 13F-HR for the quarter ended 2026-03-31.
Its holdings by class are not on this site yet.
Form 13F-HR as filed (SEC CIK 1940000): combination report, quarter ended 2026-03-31, filed 2026-04-28; filing manager in United States.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| FORMULATE FINANCIAL LLC | United States | $0.081B | 26 |
| HCEP Management Ltd | Hong Kong | $0.081B | 4 |
| Algorithmic Investment Models, LLC | United States | $0.081B | 32 |
| HS Investments IV Ltd | Guernsey | $0.081B | 2 |
| Feynman Point Asset Management LLC | United States | $0.081B | 25 |
| POM Investment Strategies, LLC | United States | $0.080B | 433 |
| Significant Wealth Partners LLC | United States | $0.081B | 111 |
| MORGENS WATERFALL VINTIADIS & CO INC | United States | $0.081B | 14 |
| Riverview Trust Co | United States | $0.081B | 220 |
| Sonoma Private Wealth LLC | United States | $0.081B | 67 |