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WELLS FINANCIAL MANAGEMENT, LLC
Tel: 828-252-4144
56 Central Avenue Suite 105
Asheville, North Carolina 28801
WELLS FINANCIAL MANAGEMENT, LLC
WELLS FINANCIAL MANAGEMENT, LLC is a Asheville, North Carolina based financial advisory firm with nearly $126,275,068 in assets under management and provides investment advisory services for 312 clients. There are currently 2 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
158030
SEC#:
801-125800
No. of Clients:
312
Assets under Management
$126,275,068
No. of Advisors:
2
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