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| Happy Holidays!! thanks for using AUM13F!! |
| Wells Financial Management LLC
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| CRD # | 158030 |
| SEC # | 801-125800 |
| CIK # | 0000934739 |
| AUM | $126.3 M (2025-02-21) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 828-252-4144 |
| Address | 56 Central Avenue Asheville, NC 28801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62 | 25.7 |
| (b) Individuals (high net worth individuals) | 40 | 99.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 312 | 126.3 |
| By Discretionary | ||
| Discretionary | 312 | 126.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 312 | 126.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 124.6 | |
| Total | 312 | 126.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0000934739] | |
| 10-Q | [0000934739] | |
| 8-K | [0000934739] | |
| SC 13G | [0000934739] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Gendell Jeffrey L ET AL | Wells Financial Corp | [2016-02-05] |
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