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Building 2WELLS FINANCIAL MANAGEMENT, LLC

Map pinASHEVILLE, NC
Phone828-252-4144
NotebookSEC #801-125800
Total AUM
$132.7M
Employees
2
Clients
98

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
56 CENTRAL AVENUE
SUITE 105
ASHEVILLE
NC 28801
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
828-252-4144

ReceiptFinancials

Total AUM
$132.7M
Accounts
98
Discretionary
$132.7M
Accounts
98
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
55
AUM
$23.2M
HNW Individual Clients
41
AUM
$108.1M
Charitable Organization Clients
1
AUM
$278.1K
Corporation or Business Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LANCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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