WELL AND GOOD LLC
Adviser information for WELL AND GOOD LLC last updated from Form ADV on March 22nd, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Wisconsin, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 105 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 105 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Pension consulting services |
|---|---|
| Compensation | Fixed fees |
Identifiers
| SEC RIA File Number | 801-70694 |
|---|---|
| SEC ERA File Number | 801-70694 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 151901 |
| Legal Entity Identifier | None |
Principal Office
1710 ADAMS STREETMADISON
WI
United States
Monday - Friday, 8:30 AM TO 5:00 PM
Tel: 608-256-9882, Fax: None
Websites
Chief Compliance Officer
RICHARD SHAFER
EXECUTIVE DIRECTOR
WELL AND GOOD LLC
1710 ADAMS STREET
MADISON
WI
United States
Tel:
608-256-9882
D**********@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SHAFER, RICHARD, ALBAN FREDERICK | Individual | – | MANAGING MEMBER | 10/2009 | > 75% |
| SHAFER, RICHARD, ALBAN FREDERICK | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2009 | > 75% |
| WEBB, NANCY, JANE | Individual | – | MEMBER | 10/2009 | < 5% |