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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: WELLNESS INVESTMENT ADVISERS LLC CRD Number: 282042Annual Amendment

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Gather all necessary information, including personal details, employment history, education background, and financial information.

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Carefully read all instructions and guidelines provided on the form ADV Uniform Application.

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Fill out each section of the form accurately and completely, double-checking for any errors or missing information.

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Review and sign the completed form before submitting it to the appropriate regulatory authority.

Who needs form adv uniform application?

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Investment advisors and their representatives who are required to register with the Securities and Exchange Commission (SEC) or state securities authorities need to fill out Form ADV Uniform Application.

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What is form adv uniform application?

Form ADV is a form used by investment advisers to register with the Securities and Exchange Commission (SEC) or state securities authorities.

Who is required to file form adv uniform application?

Investment advisers who manage assets worth $25 million or more are required to file Form ADV.

How to fill out form adv uniform application?

Form ADV can be filled out online on the SEC's Investment Adviser Registration Depository (IARD) system.

What is the purpose of form adv uniform application?

The purpose of Form ADV is to provide the SEC and clients with information about the investment adviser's business practices, conflicts of interest, and disciplinary history.

What information must be reported on form adv uniform application?

Information such as the adviser's business structure, fees, services offered, and any disciplinary actions must be reported on Form ADV.

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