About WellsColeman
WellsColeman is a trusted Richmond, VA financial advisor firm specializing in accounting, tax consulting, and advisory services for small and medium-sized businesses. Established in 1945, WellsColeman is built on experience and focused on making a difference in the lives of their clients, team members, and the community. The firm provides a deep connection and partnership, viewing client goals and businesses as a lifecycle. Rebecca J. Tres, CPA, is a key contact at WellsColeman. As a member of the American Institute of Certified Public Accountants (AICPA) and Virginia Society of Certified Public Accountants (VSCPA), she and the team are invested in client success, offering strong expertise in tax planning and financial accounting services from their office at 5004 Monument Avenue.
Website: https://www.wellscoleman.com/
Founded: 1945
Office Locations
- Richmond, VA
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 12
- Total AUM Audited: $261.6M
- 401(k): 12 plans, $261.6M AUM
Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| VSC FIRE & SECURITY 401(K) SAVINGS PLAN | VSC FIRE & SECURITY, INC., VA | $108M | 1,974 |
| GROUNDWORKS OPERATIONS, LLC 401(K) PLAN | GROUNDWORKS OPERATIONS, LLC, VA | $63M | 3,197 |
| VIRGINIA PHYSICIANS FOR WOMEN, LTD. 401(K) PROFIT SHARING PLAN | VIRGINIA PHYSICIANS FOR WOMEN, LTD., VA | $50M | 259 |
| MCCANDLISH HOLTON, PC 401(K) PROFIT-SHARING PLAN | MCCANDLISH HOLTON, PC, VA | $23M | 85 |
| TOWN CENTER ORTHOPAEDIC ASSOCIATES 401(K) PROFIT SHARING PLAN | TOWN CENTER ORTHOPAEDIC ASSOCIATES, P.C., VA | $23M | 117 |
| 401(k) Retirement Plan | Healthcare Sponsor, UT | $15M | 156 |
| 401(k) Retirement Plan | Manufacturing Sponsor, VA | $13M | 230 |
| 403(b) Retirement Plan | Professional Services Sponsor, VA | $11M | 82 |
| 401(k) Retirement Plan | Technology Sponsor, VA | $11M | 21 |
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