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WELLS FINANCIAL MANAGEMENT, LLC

Investment AdviceASHEVILLE, NC

Assets Under Management

$126.3M

Total AUM

Donut chart: Discretionary 126.3M
Category	Value
Discretionary	126.3M

Adviser Information

Field	Value
CRD Number	158030
SEC Number	801-125800
Street Address	56 CENTRAL AVENUE
Street Address 2	SUITE 105
Location	ASHEVILLE, NC 28801
Country	United States
Phone	828-252-4144
Fax	828-252-2253
Total Employees	2

Client Count by Type (104 Total)

Horizontal bar chart: Individuals (other than H… 62, High Net Worth Individual… 40, Charitable Organizations 1, Corporations/Businesses 1
Category	Value
Individuals (other than H…	62
High Net Worth Individual…	40
Charitable Organizations	1
Corporations/Businesses	1

Wells Financial Management, Llc, NC — Investment Adviser | BuildTrust