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| Morris & Wells Wealth Management
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|---|---|
| CRD # | 162411 |
| SEC # | 801-74976 |
| CIK # | 0001659189 |
| AUM | $847.0 M (2025-06-23) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 434-977-7010 |
| Address | 230 Court Square, Ste 102 Charlottesville, VA 22902 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Qualcomm Inc/DE | 42.1 | ||
| Palo Alto Networks Inc | 40.1 | ||
| Denali Holding Inc | 35.2 | ||
| DowDupont Inc | 34.9 | ||
| Grainger W W Inc | 33.5 | ||
| Stitch Fix Inc | 33.2 | ||
| Alphabet Inc | 32.0 | ||
| Check Point Software Technologies Ltd | 30.0 | ||
| Phillips 66 | 29.9 | ||
| Ford Motor Co | 29.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 219 | 714.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 108.5 |
| (h) Charitable organizations | 4 | 10.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 7.6 |
| (n) Other | 5 | 6.5 |
| Total | 245 | 847.0 |
| By Discretionary | ||
| Discretionary | 245 | 847.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 245 | 847.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 845.3 | |
| Total | 245 | 847.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001659189] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Spectrum Investment Advisors Inc
✚
|
WI | 0.8 |
|
Hudock Inc
✚
|
PA | 0.8 |
|
Quadra Gestao de Recursos Sa
✚
|
0.8 | |
|
Decisionpoint Financial LLC
✚
|
AZ | 0.8 |
|
HH Capital Management Inc
✚
|
CA | 0.8 |
|
Roberts Glore & Co
✚
|
IL | 0.8 |
|
Lafayette Investments Inc
✚
|
MD | 0.8 |
|
Lantz Financial LLC
✚
|
IL | 0.8 |
|
NS Management Ltd
✚
|
0.8 | |
|
Walter & Keenan Wealth Management LLC
✚
|
IN | 0.8 |