Wells Financial Management, LLC

Wells Financial Management, LLC (CRD# 158030) is a financial advisory firm headquartered in Asheville, NC. They manage $115,595,480 in 310 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
56 Central Avenue, Suite 105, Asheville, NC 28801
http://www.wellsfm.com
By the Numbers
  • Total Assets Under Management
    116
    MILLION
  • Total Number of Accounts
    310
    ACCOUNTS
  • Average Account Value
    $372,889
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, NC, TX

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

David Wells (CRD# 1943352) is an Investment Advisor Representative working at Wells Financial Management, LLC in Asheville, NC and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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