# WELLS FINANCIAL MANAGEMENT, LLC

WELLS FINANCIAL MANAGEMENT, LLC is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/wells-financial-management

## Regulatory record

- **CRD number:** 158030
- **SEC file number:** 801-125800
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/158030

## About

Wells Financial Management, LLC is an SEC-registered investment adviser in Asheville, NC, registered since 2022. The firm manages approximately $133 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Questions

### Who runs investment decisions at WELLS FINANCIAL MANAGEMENT, LLC?

No named principals or investment professionals have been identified in public records or firm communications. The leadership structure is not disclosed.

### Are there any known portfolio companies or investments?

No portfolio companies, direct investments, or co-investments have been reported in public sources.

### Where is WELLS FINANCIAL MANAGEMENT, LLC headquartered?

The firm's headquarters location is not listed in public records or corporate filings accessible through broad public sources.

### Is the firm registered with any regulatory body?

No registration details with the SEC or other regulatory entities have been found in public records.

### Do any public filings or media mentions exist for this firm?

No filings or media mentions were located in major business databases or news archives. The firm has not been covered by Bloomberg, Reuters, or similar outlets.

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Last updated: 2026-06-03T20:00:00.000Z

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