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| Morris & Wells Wealth Management
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|---|---|
| CRD # | 162411 |
| SEC # | 801-74976 |
| CIK # | 0001659189 |
| AUM | 987.9 M (2026-03-16) |
| Employees | 2 (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) | 275 | 937.3 |
| (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 | 2 | 14.2 |
| (h) Charitable organizations | 3 | 12.9 |
| (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 | 14 | 16.7 |
| (n) Other | 4 | 6.8 |
| Total | 298 | 987.9 |
| By Discretionary | ||
| Discretionary | 296 | 984.2 |
| Non-Discretionary | 2 | 3.7 |
| Total | 298 | 987.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 987.9 | |
| Total | 298 | 987.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001659189] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Clients | 245 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Brown Miller Wealth Management LLC
✚
|
VA | 991.1 M |
|
Riverview Research LLC
✚
|
OH | 990.8 M |
|
Terril Brothers Inc
✚
|
MO | 987.8 M |
|
BCS Financial LLC
✚
|
TN | 987.4 M |
|
Oneascent Investment Solutions LLC
✚
|
AL | 987.2 M |
|
Ellis Investment Partners LLC
✚
|
PA | 986.8 M |
|
Concentrum Wealth Management Inc
✚
|
CA | 986.8 M |
|
Pacific Sage Partners LLC
✚
|
WA | 986.3 M |
|
RFG - Bristol Wealth Advisors LLC
✚
|
MA | 985.6 M |
|
The Rice Partnership LLC
✚
|
HI | 985.5 M |