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WELLS FINANCIAL MANAGEMENT, LLC
WELLS FINANCIAL MANAGEMENT, LLC
ASHEVILLE, North Carolina
·
1 registered advisor
·
CRD# 158030
SEC# 801-125800
0
828-252-4144
01
Firm Overview
AUM
$116M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at WELLS FINANCIAL MANAGEMENT, LLC
1 registered advisor
David Nelson Wells
ASHEVILLE, North Carolina
CRD# 1943352
05
Office Locations
ASHEVILLE, North Carolina
1 advisor
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Data sourced from SEC Form ADV filings. WELLS FINANCIAL MANAGEMENT, LLC (CRD# 158030) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.