Best Investors
Account
Sign in
Best Investors
Account
Sign in
Wells Financial Management, LLC CRD 158030
$133M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
56 Central Avenue Suite 105, Asheville, NC 28801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-09 |
| NC | RA | APPROVED | 2011-07-14 |
Branch Locations
56 Central Avenue Suite 105, Asheville, NC 28801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Financial Management, Llc | Asheville | NC | 07/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1990-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-24 |
Reach out to this advisor