Kevin Wells
Sapere Wealth Management · Charlottesville, Virginia
Kevin Wells is a fee-only financial advisor at Sapere Wealth Management in Charlottesville, Virginia. Sapere Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Sapere Wealth Management |
|---|---|
| Based in | Charlottesville, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $604.8M across 240 accounts |
| SEC registration | Investment adviser representative in VA · CRD 6111896 |
| Exams passed | Series 65 (2012) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.sapere.com |
How Kevin's firm compares
- Sapere Wealth Management's average account is about $2.5 million, from its Form ADV (assets managed divided by 240 accounts).
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Questions about Kevin
Is Kevin Wells a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Sapere Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, Sapere Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kevin Wells based?
Kevin Wells is based in Charlottesville, Virginia.
Is Kevin Wells registered with the SEC?
Yes. Kevin Wells is registered as an investment adviser representative in VA (CRD 6111896), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sapere Wealth Management manage?
Sapere Wealth Management reports $604.8M across 240 accounts in assets under management.
How do I contact Kevin Wells?
Through Kevin's website, www.sapere.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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