WELLS FINANCIAL MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$132,662,488
Discretionary
$132,662,488
Non-discretionary
$0
Firm details
- CRD number
- 158030
- SEC file number
- 801-125800
- Main office
- ASHEVILLE, NC, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTP://WWW.WELLSFM.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.