Wells Financial Management, LLC

CRD 158030 · Asheville, NC · $132.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 158030
SEC number: 801-125800
Firm type: RIA
Assets under management: $132.7M as of Mar 9, 2026
Website: www.wellsfm.com ↗
Phone: 828-252-4144
Address: 56 Central Avenue, Asheville, NC, 28801

Advisors at this firm

1 in our index · page 1 of 1

David Nelson WellsCRD 1943352 · Asheville, NC

IA Registered

Source & corrections

Where this page comes from

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