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David Nelson Wells

WELLS FINANCIAL MANAGEMENT, LLC·ASHEVILLE, North Carolina
Clean recordWELLS FINANCIAL MANAGEMENT, LLC
56 CENTRAL AVENUE, ASHEVILLE, NC 28801CRD# 1943352Firm CRD# 158030

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Nelson Wells · ASHEVILLE, NC
Registration
CRD #1943352 · WELLS FINANCIAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Nelson Wells is a registered financial advisor based in ASHEVILLE, North Carolina, affiliated with WELLS FINANCIAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WELLS FINANCIAL MANAGEMENT, LLC
WELLS FINANCIAL MANAGEMENT, LLC
AUM
$116M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at WELLS FINANCIAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1943352
Firm CRD# 158030
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Nelson Wells offer?
David Nelson Wells specializes in Financial Planning, Investment Management. Contact their office in ASHEVILLE, North Carolina for a consultation.
What are David Nelson Wells's credentials?
David Nelson Wells is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Nelson Wells located?
David Nelson Wells is based in ASHEVILLE, North Carolina, working with WELLS FINANCIAL MANAGEMENT, LLC. Their office serves clients in the ASHEVILLE metropolitan area and surrounding communities.
How does David Nelson Wells charge for services?
David Nelson Wells's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WELLS FINANCIAL MANAGEMENT, LLC?
WELLS FINANCIAL MANAGEMENT, LLC has approximately 2 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)MATTHEWS (19)
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Research
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