WELLS FINANCIAL MANAGEMENT, LLC
CRD #158030 SEC #801-125800 ASHEVILLE, NC 828-252-4144
SEC Registered
Total AUM
$126.3M
Discretionary
$126.3M
Employees
2
Clients
10
Accounts
312
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $126.3M | $126.3M | $0 | 2 | 0 |
| Feb 2024 | $115.6M | $115.6M | $0 | 2 | 1 |
| Mar 2023 | $101.2M | $101.2M | $0 | 2 | 1 |
| May 2022 | $117.3M | $117.3M | $0 | 2 | 3 |
| May 2012 | $57.7M | $57.7M | $0 | 1 | 124 |
| Mar 2012 | $57.7M | $57.7M | $0 | 1 | 124 |
| Feb 2012 | $57.7M | $57.7M | $0 | 1 | 124 |
| Jul 2011 | $0 | $0 | $0 | 5 | -- |
| Jul 2011 | $0 | $0 | $0 | 5 | -- |
| Jun 2011 | $0 | $0 | $0 | 5 | -- |
DateFeb 2025
Total AUM$126.3M
Discretionary$126.3M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$115.6M
Discretionary$115.6M
Non-Disc.$0
Employees2
Clients1
DateMar 2023
Total AUM$101.2M
Discretionary$101.2M
Non-Disc.$0
Employees2
Clients1
DateMay 2022
Total AUM$117.3M
Discretionary$117.3M
Non-Disc.$0
Employees2
Clients3
DateMay 2012
Total AUM$57.7M
Discretionary$57.7M
Non-Disc.$0
Employees1
Clients124
DateMar 2012
Total AUM$57.7M
Discretionary$57.7M
Non-Disc.$0
Employees1
Clients124
DateFeb 2012
Total AUM$57.7M
Discretionary$57.7M
Non-Disc.$0
Employees1
Clients124
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--