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MORRIS & WELLS WEALTH MANAGEMENT
CRD 162411 · SEC 801-74976
230 COURT SQUARE, STE 102, CHARLOTTESVILLE, VA, 22902, United States
Phone
434-977-7010
Fax
434-977-6313
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$987.9M
Discretionary AUM
$984.2M
Team
2 total employees; 2 advisory reps; 245 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 275 | $937.3M |
| Pension/profit sharing plans | 2 | $14.2M |
| Charitable organizations | 3 | $12.9M |
| Corporations/business entities | 14 | $16.7M |
States served
CA, KY, MD, NY, NC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD