Allen Wealth Management LLC

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Allen Wealth Management LLC
CRD #133038
SEC #801-64431
CIK #
AUM $293.2 MM (15% Disc, 100% US, 2020-02-05)
Employees6 (50% Investors, 50% Brokers)
Phone828-268-9693
Address980 Highway 105
Boone, NC 28607
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
2952361771185902004200920152021
Comparable Firms State AUM ($BB)
Focus Wealth Management Ltd
VA 0.3
Fruth Investment Management
TX 0.3
Newport Wealth Strategies Inc
CA 0.3
Benedetti and Gucer Inc
GA 0.3
ING Private Wealth Management LLC
NY 0.3
Smith W B & Co Inc
MA 0.3
First Washington Corporation
WA 0.3
Moneywise Inc
VA 0.3
GEM Asset Management LLC
MI 0.3
McCarthy Asset Management Inc
CA 0.3
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