Kevin Wells has been an investment adviser representative at Sapere Wealth Management since November 2012, and is not listed among the firm’s executive officers or direct owners.
Sapere Wealth Management, LLC is a Matthews, NC firm with $605M under management, 240 clients and 1 adviser across 2 offices, as of its March 2026 filing.
Kevin Wells’ longest registration is the current one, 13 years at Sapere Wealth Management since 2012.
- Chilton Investment Services, LLCAlso current– present · 5 yearsCharlottesville, VA · Adviser representative · Firm CRD 159306
- – present · 13 yearsCharlottesville, VA · Adviser representative · Firm CRD 119598
Investment adviser representative registrations
Kevin Wells is registered as an investment adviser representative in Virginia, since November 2012.
- VirginiaSince 16 November 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 November 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kevin Ashton Wells
- CRD
- 6111896
- Firm
- Sapere Wealth Management · CRD 119598
- Office
- 675 PETER JEFFERSON PARKWAY, SUITE 240, Charlottesville, VA 22911
- Registration
- Investment adviser registration
- In the industry since
- November 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Kevin Wells work?
Kevin Wells is an investment adviser representative registered through Sapere Wealth Management, LLC since November 2012, and is not listed among the firm’s executive officers or direct owners.
Is Kevin Wells a financial advisor?
Yes. Kevin Wells has a current investment-adviser registration in Virginia, through Sapere Wealth Management since November 2012.
How many years of experience does Kevin Wells have?
Kevin Wells has 13 years in the financial industry, since November 2012, across 2 adviser firms.
What exams has Kevin Wells passed?
Kevin Wells passed the Series 65 in November 2012.
Where is Kevin Wells based?
Kevin Wells’ registered office is in Charlottesville, VA.
Is Kevin Wells registered with FINRA?
No. Kevin Wells has no current broker registration.
How can I verify Kevin Wells’ record?
Search CRD 6111896 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Wells’ full registration record.