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| Morris & Wells Wealth Management
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| |
|---|---|
| CRD # | 162411 |
| SEC # | 801-74976 |
| CIK # | 0001659189 |
| AUM | $853.7 MM (2024-07-22) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 434-977-7010 |
| Address | 410 White Gables Ln Charlottesville, VA 22903-4994 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 232 | 714.7 |
| (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 | 12 | 117.1 |
| (h) Charitable organizations | 3 | 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 | 5 | 4.7 |
| (n) Other | 5 | 6.9 |
| Total | 257 | 853.7 |
| By Discretionary | ||
| Discretionary | 257 | 853.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 257 | 853.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 851.8 | |
| Total | 257 | 853.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001659189] |
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Andbanc Advisory LLC
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FL | 0.9 |
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LJI Wealth Management LLC
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180 Wealth Advisors LLC
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Olympus Wealth Management LLC
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UT | 0.9 |
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Oppenheimer Investment Management LLC
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NY | 0.9 |
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Summit Asset Management LLC
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TN | 0.9 |
|
Fusion Investment Advisors LLC
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TX | 0.8 |
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Blueprint Investment Partners LLC
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NC | 0.8 |