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WELLS FINANCIAL MANAGEMENT, LLC

EIN 45-2704211-financial services-Latest filing 2025
Plans
1
Retirement
1
$849K assets
Welfare
0
Participants
2
56 CENTRAL AVE STE 105 - ASHEVILLE, NC 28801828-252-4144wellsfm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$849K - 2 part

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Retirement#001

WELLS FINANCIAL MANAGEMENT, LLC 401(K) PLAN

401k

Assets$849K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WELLS FINANCIAL MANAGEMENT, LLC 401(K) PLAN401k$849K22025
Retirement plans
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