Kevin A. Wells

SAPERE WEALTH MANAGEMENT

CHARLOTTESVILLE, VA 22911

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CRD#: 6111896

Professional summary

Kevin Ashton Wells is a registered financial advisor currently at SAPERE WEALTH MANAGEMENT, LLC located in Charlottesville, Virginia and CHILTON INVESTMENT SERVICES, LLC located in Charlottesville, Virginia.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Kevin has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Ashton Wells's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 16, 2012 - Present

SAPERE WEALTH MANAGEMENT, LLC

Office #1: 675 Peter Jefferson Parkway Suite 145, Charlottesville, VA 22911

RIA

CRD#: 119598

CHARLOTTESVILLE, VA

Current

December 14, 2020 - Present

CHILTON INVESTMENT SERVICES, LLC

Office #1: 301 E. High Street, Charlottesville, VA 22902

RIA

CRD#: 159306

Charlottesville, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CHILTON INVESTMENT SERVICES, LLC

CHILTON INVESTMENT SERVICES, LLC | CHILTON PRIVATE CLIENTS, LLC

CRD#: 159306 / SEC#: 801-72833

RIA

Registered Investment Advisory firm - (10/25/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(11/16/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/15/2012

Uniform Investment Adviser Law Examination

Current Firm

CHILTON INVESTMENT SERVICES, LLC

CHILTON INVESTMENT SERVICES, LLC | CHILTON PRIVATE CLIENTS, LLC

CRD#: 159306 / SEC#: 801-72833

RIA

Registered Investment Advisory firm - (10/25/2011 Approved)

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Contact information

Main Address

1290 East Main Street 1st Floor, Stamford, CT 06902

Mailing Address

Phone number

(203) 352-4000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHILTON INVESTMENT SERVICES PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	2,132
AUM (Assets Under Management)	$ 6,892,784,000

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/28/2025	Cover Page	Report
10/10/2024	Cover Page	Report
10/23/2023	Cover Page	Report
10/28/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Kevin A. Wells

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Ashton Wells's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAPERE WEALTH MANAGEMENT, LLC

CHILTON INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

CHILTON INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/15/2012

Current Firm

CHILTON INVESTMENT SERVICES, LLC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CHILTON INVESTMENT SERVICES, LLC

TRUST BUT VERIFY

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