Kevin
Wells
Sapere Wealth Management, LLC
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About this Advisor
Kevin Wells is a financial advisor operating out of Charlottesville, Virginia, who has 11 years of relevant experience. Wells is currently employed by Sapere Wealth Management, LLC. Throughout their career, Wells has worked at Sapere Wealth Management, LLC and Chilton Investment Services, LLC. Wells has a Series 65 license, designating them as an investment advisor representative, and can work in Virginia. Sapere Wealth Management, LLC is a financial advisory company operating out of Matthews, NC. It has a total of seven advisors. It controls $337 million in assets between its 230 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm serves seven charitable organizations. Of its 230 customer accounts, 63% are associated with high-net-worth clients who have greater than $1 million in assets. Sapere Wealth Management, LLC performs a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules are based on which services the firm provides the client. However, fee types charged by Sapere Wealth Management, LLC most likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sapere Wealth Management, LLC Brokerage Details
$337,119,292
7
230
$1,465,736
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
Kevin Wells Work History
Kevin has been registered as a financial advisor for 11 years.*
Chilton Investment Services, LLC
Sapere Wealth Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Wells to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sapere Wealth Management, LLC
Charlottesville, VA
Matthews, NC
Charlottesville, VA
Charlottesville, VA
Matthews, NC
Matthews, NC
Kinston, NC
Matthews, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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