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WELLS FINANCIAL MANAGEMENT, LLC

Tel: 828-252-4144
56 Central Avenue
Suite 105
Asheville, North Carolina  28801

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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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