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ALLEN WEALTH MANAGEMENT, LLC
CRD 133038 · SEC 801-64431
980 HIGHWAY 105, BOONE, NC, 28607, United States
Phone
828-268-9693
Fax
828-268-9694
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$664.3M
Discretionary AUM
$523.4M
Team
7 total employees; 4 advisory reps; 5 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 900 | $214.0M |
| High net worth individuals | 199 | $445.5M |
| Charitable organizations | 9 | $4.9M |
States served
GA, LA, MS, NE, NC, OH, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD