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David Nelson Wells

Managing Member/Chief Compliance OfficerWells Financial Management, LLCCRD 1943352

About David Nelson Wells

David Nelson Wells is listed as Managing Member/Chief Compliance Officer at Wells Financial Management, LLC in Asheville, NC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Wells Financial Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does David Nelson Wells work?

David Nelson Wells is listed as Managing Member/Chief Compliance Officer at Wells Financial Management, LLC on SEC Form ADV.

How much of Wells Financial Management, LLC does David Nelson Wells own?

Form ADV reports a beneficial ownership band of Over 75%.

Wells Financial Management, LLC

TitleManaging Member/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2011
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