Wells Financial Management, LLC

Asheville, NC

North Carolina

Registered In

05/17/2011

Incorp. Date

Company Summary

Wells Financial Management, LLC at 56 Central Ave STE 105, Asheville, Nc 28801 lists David N Wells of Asheville, NC as the associate.

Overview

Registered In

North Carolina

Incorporation Date

05/17/2011

Company Type

Limited Liability Company

Status

Current-Active

Registration Type

Domestic

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People

Wells, David N Registered Agent	56 CENTRAL AVE STE 105, ASHEVILLE, NC 28801
David N Wells Manager	12 EDGELAWN RD, ASHEVILLE, NC 28804

Map & Locations

56 CENTRAL AVE STE 105, ASHEVILLE, NC 28801 View Map

Financials

Financial Information for Wells Financial Management, LLC

Form 5500

WELLS FINANCIAL MANAGEMENT, LLC

56 Central Ave STE 105, Asheville, Nc 28801 (828) 252-4144 EIN:45-2704211 Plan Admin:David Wells

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWELLS FINANCIAL MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$324,218 / $469,804	2023	WELLS FINANCIAL MANAGEMENT, LLC 401(K) PLAN - Plan #001	2 / 2	$324,218 / $469,804
2022	Plan NameWELLS FINANCIAL MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$298,067 / $324,218	2022	WELLS FINANCIAL MANAGEMENT, LLC 401(K) PLAN - Plan #001	3 / 2	$298,067 / $324,218
2021	Plan NameWELLS FINANCIAL MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$260,203 / $298,067	2021	WELLS FINANCIAL MANAGEMENT, LLC 401(K) PLAN - Plan #001	3 / 3	$260,203 / $298,067
2020	Plan NameWELLS FINANCIAL MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$145,210 / $260,203	2020	WELLS FINANCIAL MANAGEMENT, LLC 401(K) PLAN - Plan #001	3 / 3	$145,210 / $260,203
2019	Plan NameWELLS FINANCIAL MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$65,241 / $145,210	2019	WELLS FINANCIAL MANAGEMENT, LLC 401(K) PLAN - Plan #001	3 / 3	$65,241 / $145,210

Benefit & Retirement Plans based on Form 5500.

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Address Match:56 Central Ave Asheville, NC

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Sources

The following government agencies have contributed data:

• North Carolina Secretary of State • U.S. Department of Labor