Wells Financial Management, LLC
Wells Financial Management, LLC is an SEC-registered ria in Asheville, NC with $132.7M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Wells Financial Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 158030, SEC 801-125800, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $132.7M (2026-03-09)
- Firm type
- Ria
- Location
- Asheville, NC
- Employees
- 2
- Clients
- 98
- CRD
- 158030
- Ownership
- WELLS, KATE, DREHER; WELLS, DAVID, NELSON
How much AUM does Wells Financial Management, LLC have?
Wells Financial Management, LLC reported $132.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Wells Financial Management, LLC?
Disclosed owners and executives of Wells Financial Management, LLC include WELLS, KATE, DREHER, WELLS, DAVID, NELSON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.