WELLS FINANCIAL MANAGEMENT, LLC of ASHEVILLE, NC is an SEC-registered investment adviser (CRD 158030). Regulatory assets under management: $132.7M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| David Nelson Wells | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| WELLS DAVID NELSON | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| WELLS KATE DREHER | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |