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WELLS FINANCIAL MANAGEMENT, LLC
CRD 158030 · SEC 801-125800
56 CENTRAL AVENUE, SUITE 105, ASHEVILLE, NC, 28801, United States
Phone
828-252-4144
Fax
828-252-2253
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$132.7M
Discretionary AUM
$132.7M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $23.2M |
| High net worth individuals | 41 | $108.1M |
| Charitable organizations | 1 | $278K |
| Corporations/business entities | 1 | $1.1M |
States served
LA, NC, TX
All web addresses on file
Official SEC filing: View on IAPD