WELLS FINANCIAL MANAGEMENT, LLC
Firm details
- Headquarters
- ASHEVILLE, North Carolina
- CRD number
- 158030
- Registered since
- June 3, 2022
- Website
- www.wellsfm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI81.45%
- Individuals17.49%
- Corporations / Businesses0.85%
- Charitable Organizations0.21%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wells Financial Management, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2022. The firm serves both individual/family and institutional clients, offering financial planning and portfolio management services primarily for individuals and small businesses. Its fee arrangements combine asset-based charges with fixed-fee engagements. The firm identifies as an active ESG investor and does not act as a capital allocator or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities6%
- US Government Bonds3%
- Cash & Cash Equivalents2%
- Other2%
Contacts
1 of 1DAVID WELLS
PresidentCRD 1943352
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ASHEVILLE, NC
BUNCOMBE
Location
ASHEVILLE, NC
Headquartered in ASHEVILLE, NC, anchoring the Asheville-Marion-Brevard, NC metro in the South.
- Metro area
- Asheville-Marion-Brevard, NC
- Region
- South
- County
- BUNCOMBE
- Address
- 56 Central Ave
- Time zone
- ET (UTC-5)
- Office locations
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