Richard Wells
Marco Investment Management · Atlanta, Georgia
Richard Wells is a fee-only financial advisor at Marco Investment Management in Atlanta, Georgia. Marco Investment Management reports charging a percentage of assets on its Form ADV.
Request an introduction to Richard →
Facts
| Firm | Marco Investment Management |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.77B across 694 accounts |
| SEC registration | Investment adviser representative in GA · CRD 1836788 |
| Exams passed | Series 63 (1988) · Series 65 (2014) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.marcoinv.com |
How Richard's firm compares
- Marco Investment Management's average account is about $2.5 million, from its Form ADV (assets managed divided by 694 accounts).
Request an introduction to Richard
Tell Richard a little about what you're looking for. Richard isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Richard
Is Richard Wells a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Marco Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Marco Investment Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Richard Wells based?
Richard Wells is based in Atlanta, Georgia.
Is Richard Wells registered with the SEC?
Yes. Richard Wells is registered as an investment adviser representative in GA (CRD 1836788), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Marco Investment Management manage?
Marco Investment Management reports $1.77B across 694 accounts in assets under management.
How do I contact Richard Wells?
Through Richard's website, www.marcoinv.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.