Pearley Wells
Pearley Wells is a registered investment advisor at Osaic Wealth, INC., based in Casper, WY, with 24 years of industry experience. Pearley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
300 North Forest Drive, Suite 100, Casper, WY, 82609
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Pearley is a managing member of Wells Asset Management, where he focuses on insurance sales and service for multiple carriers. He also has interests in a rental holding company, a sporting goods store, and a real estate holding company.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
First Financial Equity Corporation
First Financial Equity CorporationBroker
Kaiser Wealth Management
Kaiser and CompanyBroker
UBS Financial Services INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.