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
| Title | Managing Member/Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2011 |