Allen Wealth Management LLC

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Assets, Funds, Holdings

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Allen Wealth Management LLC
CRD #133038
SEC #801-64431
CIK #0002012003
AUM $478.5 MM (2024-07-18)
Employees 7 (43% Investors, 43% Brokers)
Phone828-268-9693
Address980 Highway 105
Boone, NC 28607
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
50040030020010002003201020172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
XOM 385,508.3 6.8
CVX 294,604.1 3.9
LMT 111,953.9 2.9
MRK 232,371.9 2.7
CSCO 178,309.9 2.6
TSM 437,370.3 2.5
PFE 284,248.0 2.4
AAPL 2,382,844.0 2.2
DOW 38,247.2 1.9
C 91,678.1 1.7
View All
Holdings by Sector ($MM)
1209672482402023202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 861 195.7
(b) Individuals (high net worth individuals) 148 280.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 7 2.5
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 2,454 478.5
By Discretionary
Discretionary 1,940 362.5
Non-Discretionary 514 116.0
Total 2,454 478.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 478.5
Total 2,454 478.5
EDGAR Form CIK 2011 - 2024
13F-HR [0002012003]
Comparable Firms State AUM ($BB)
McGowan & Co LLP
PA 0.5
Evernest Financial Advisors
IN 0.5
Meritas Wealth Management LLC
CA 0.5
Tortuga Advisers LLC
CA 0.5
Hemsley Advisors Ltd
IL 0.5
Shikiar Asset Management Inc
NY 0.5
Independent Investors Inc
NY 0.5
Essex LLC
IL 0.5
Weber Asset Management Inc
NY 0.5
Old Peak Finance LLC
NC 0.5
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