Wells Financial Management, LLC

Wells Financial Management, LLC (CRD# 158030) is a financial advisory firm headquartered in Asheville, NC. They manage $75,354,800 in 291 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    291
    ACCOUNTS
  • Average Account Value
    $258,951
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, NC, TX

Financial Advisors at Wells Financial Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David N. Wells
CRD#: 1943352
56 Central Avenue, Suite 105, Asheville, NC 28801
96
Wealthminder
score

David Wells (CRD# 1943352) is an Investment Advisor Representative working at Wells Financial Management, LLC in Asheville, NC and has over 27 years of experience in the finance industry. David Wells has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Anna S. Keisler
CRD#: 6598599
56 Central Avenue, Suite 105, Asheville, NC 28801
87
Wealthminder
score

Anna Keisler (CRD# 6598599) is an Investment Advisor Representative working at Wells Financial Management, LLC in Asheville, NC and has 1 year of experience in the finance industry.

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