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| Allen Wealth Management LLC
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| CRD # | 133038 |
| SEC # | 801-64431 |
| CIK # | 0002012003 |
| AUM | 664.3 M (2026-01-29) |
| Employees | 7 (57% Investors, 57% Brokers) |
| Phone | 828-268-9693 |
| Address | 980 Highway 105 Boone, NC 28607 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Chevron Corp | 5.5 | ||
| Lockheed Martin Corp | 3.7 | ||
| Cisco Systems Inc | 3.1 | ||
| Merck & Co Inc | 3.0 | ||
| Johnson & Johnson | 2.8 | ||
| Citigroup Inc | 2.6 | ||
| Apple Inc | 2.6 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.5 | ||
| Rio Tinto PLC | 2.4 | ||
| Schlumberger Ltd /NV/ | 2.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 900 | 214.0 |
| (b) Individuals (high net worth individuals) | 199 | 445.5 |
| (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 | 9 | 4.9 |
| (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 | 2,725 | 664.3 |
| By Discretionary | ||
| Discretionary | 2,260 | 523.4 |
| Non-Discretionary | 465 | 140.9 |
| Total | 2,725 | 664.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 664.1 | |
| Total | 2,725 | 664.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002012003] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 5 (1 non-US) |
| Serves | Retail |
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