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Wells Financial Management, LLC

● SEC registered since 2022CRD 158030SEC# 801-125800Asheville, NC
Export (members)
Reg. AUM
$126.3M
Employees
2
Accounts
312
Location
Asheville, NC

Wells Financial Management, LLC assets under management

Wells Financial Management, LLC operates as an SEC-registered investment adviser based in Asheville, NC. The firm has been registered since 2022. It reports $126.3 million in regulatory assets under management and employs 2 people.
www.wellsfm.comView on SEC.gov ↗

Wells Financial Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
David Nelson Wells ControlManaging Member/Chief Compliance OfficerOver 75%2011

Frequently asked questions

How much does Wells Financial Management, LLC manage?

Wells Financial Management, LLC reports $126.3 million in regulatory assets under management on its Form ADV.

How many employees does Wells Financial Management, LLC have?

Wells Financial Management, LLC reports 2 employees.

Where is Wells Financial Management, LLC located?

Wells Financial Management, LLC is based in Asheville, NC and has been SEC-registered since 2022.

Does Wells Financial Management, LLC disclose fund performance?

Wells Financial Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address56 Central Avenue, Suite 105, Asheville, NC 28801
Phone828-252-4144
Fax828-252-2253
Office hours9:00 a.m. To 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$126.3M
Non-discretionary$0
Total (RAUM)$126.3M