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Home > Retirement Planners > north carolina > asheville > WELLS FINANCIAL MANAGEMENT, LLC
WELLS FINANCIAL MANAGEMENT, LLC
56 Central Avenue
Suite 105
Asheville, North Carolina 28801
Tel: 828-252-4144
About WELLS FINANCIAL MANAGEMENT, LLC
WELLS FINANCIAL MANAGEMENT, LLC, formally registered with the SEC as WELLS FINANCIAL MANAGEMENT, LLC. The firm was established in 06/03/2022. They have over 1 offices throughout the country.
WELLS FINANCIAL MANAGEMENT, LLC is a Asheville, North Carolina based Financial Planning firm with nearly $126,275,068 assets under management, offering retirement planning & investment advisory services to 312 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 158030 |
| SEC# | 801-125800 |
| Assets Managed by Firm | $126,275,068 |
| No. of Clients | 312 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 312 | $126,275,068 |
| Individuals (other than high net worth individuals) | 62 | $25,742,829 |
| High net worth individuals | 40 | $99,273,348 |
| Charitable organizations | 1 | $278,570 |
| Corporations or other businesses | 1 | $980,321 |
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