Wells Financial Management, LLC
● SEC registered since 2022CRD 158030SEC# 801-125800Asheville, NC
Reg. AUM
$132.7M
Employees
2
Accounts
98
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 $132.7 million in regulatory assets under management and employs 2 people.
Wells Financial Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Nelson Wells Control | Managing Member/Chief Compliance Officer | Over 75% | 2011 |
Frequently asked questions
How much does Wells Financial Management, LLC manage?
Wells Financial Management, LLC reports $132.7 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
| Address | 56 Central Avenue, Suite 105, Asheville, NC 28801 |
| Phone | 828-252-4144 |
| Fax | 828-252-2253 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$132.7M▲ 5%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$132.7Mregulatory AUM
Discretionary $132.7M