# EDGAR Filing Document

**Accession Number:** 0000803104
**File Stem:** 0001214659-26-002668
**Filing Date:** 2026-3
**Character Count:** 2830
**Document Hash:** c70f16a2a74fad85038783d18779e436
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001214659-26-002668.hdr.sgml**: 20260302

**ACCESSION NUMBER**: 0001214659-26-002668

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260302

**DATE AS OF CHANGE**: 20260302

**EFFECTIVENESS DATE**: 20260302

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** WELLFLEET INVESTMENTS LLC
- **CENTRAL INDEX KEY:** 0000803104

**ORGANIZATION NAME:**
- **EIN:** 112856362
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-36769
- **FILM NUMBER:** 26706293

**BUSINESS ADDRESS:**
- **STREET 1:** 85-87 COVERT AVENUE
- **STREET 2:** 2ND FLOOR REAR LEFT
- **CITY:** FLORAL PARK
- **STATE:** NY
- **ZIP:** 11001
- **BUSINESS PHONE:** (516) 487-7450

**MAIL ADDRESS:**
- **STREET 1:** PO BOX 222142
- **CITY:** GREAT NECK
- **STATE:** NY
- **ZIP:** 11022-2142

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** ZARIN MICHAEL SIMON                                     /BD
- **DATE OF NAME CHANGE:** 19980416

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** WELLFLEET INVESTMENTS LLC                               /BD
- **DATE OF NAME CHANGE:** 19980416

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** ZARIN MICHAEL S                                    /BD
- **DATE OF NAME CHANGE:** 19950925

### Attached PDF Documents

**Attachment 1:** `wellfleetpublic.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0000803104

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** No

### Submission Information

**Report Period Begin Date:** 01-01-2025

**Report Period End Date:** 12-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** WELLFLEET INVESTMENTS LLC

**Business Address:** 85-87 Covert Avenue, 2nd Floor Rear Left, Floral Park, NY, 11001

**Contact Person:** Jeffrey Bega

**Contact Phone:** 516-487-7450

### Independent Public Accountant Identification

**Accountant Name:** RUBIO CPA, PC

**Accountant Address:** 3500 Lenox Road NE, Suite 1500, Atlanta, GA, 30326

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Jeffrey Bega**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **Wellfleet Investments LLC**, as of **12-31-2025**, are true and correct.

**Signature:** /s/ Jeffrey Bega

**Title:** President & CFO

**Notarized:** No