Overview
Assets Under Management: $133 million
Headquarters: ASHEVILLE, NC
High-Net-Worth Clients: 41
Average Client Assets: $2.6 million
Frequently Asked Questions
WELLS FINANCIAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #158030), WELLS FINANCIAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
WELLS FINANCIAL MANAGEMENT, LLC is headquartered in ASHEVILLE, NC.
WELLS FINANCIAL MANAGEMENT, LLC serves 41 high-net-worth clients according to their SEC filing dated March 09, 2026. View client details ↓
According to their SEC Form ADV, WELLS FINANCIAL MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
WELLS FINANCIAL MANAGEMENT, LLC manages $133 million in client assets according to their SEC filing dated March 09, 2026.
According to their SEC Form ADV, WELLS FINANCIAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.45%
Average Client Assets: $2.6 million
Total Client Accounts: 98
Discretionary Accounts: 98
Regulatory Filings
CRD Number: 158030
Filing ID: 2062776
Last Filing Date: 2026-03-09 08:58:14