$132.7M Total AUM
$132.7M Disc. AUM
9.4% 3Y CAGR
2 Employees
98 ADV. Clients
15 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-14-2011
- Office Locations
- 1
Office Locations
56 Central Avenue Suite 105 Asheville NC
About Wells Financial Management, LLC
Based in Asheville, NC, Wells Financial Management is an independent RIA providing customized financial planning and investment management. The firm often supports clients navigating major life transitions—retirement, divorce, or loss of a spouse—and emphasizes an advice-first, “serve not sell” approach. Custodies with Charles Schwab & Co.
Team overview
57 AVG AGE
$132.7M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
15 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
DAVID NELSON WELLS
Chief Compliance Officer, Managing Member, President
- CRD
- #1943352
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $132,662,488 | $1,353,699 |
| Non-Discretionary | $0 | -- |
| Total | $132,662,488 | $1,353,699 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing