Kevin Wells, financial advisor Charlottesville VA
90 score

Kevin Wells

CRD Number: 6111896
Current Firm: Sapere Wealth Management, LLC

Kevin Wells (CRD# 6111896) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Charlottesville, VA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Sapere Wealth Management, LLC Matthews, NC Jul 2012 - Current 4
Silvercrest Asset Management Charlottesville, VA Jun 2008 - Jul 2012 4
The Bank Of New York New York, NY Feb 2007 - Jun 2008 1
New York University New York, NY Sep 2006 - May 2008 1
Deloitte & Touche New York, NY Sep 2003 - Sep 2006 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2012
Contact Info for Kevin A. Wells
Phone Number: 704-321-5244
Firm Website:
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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