Morris & Wells Wealth Management

RIASEC RegisteredEst. 2012

Total AUM

$988M

Discretionary

$984M

100% of AUM

Avg account

$3.3M

Accounts

298

Employees

Advisory reps

Firm details

Headquarters: Charlottesville, Virginia
CRD number: 162411
Registered since: February 29, 2012
Website: morrisandwells.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Individuals94.88%
Corporations / Businesses1.7%
Pension & Profit Sharing Plans1.44%
Charitable Organizations1.3%
Other0.69%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Morris & Wells Wealth Management is an independent, LLC-structured registered investment adviser that has been SEC-registered since 2012. The firm is owner-managed and bills clients on a percentage-of-assets basis. Its client mix includes individuals and families as well as institutional relationships. Core advisory services center on financial planning and discretionary portfolio management across individual clients, small businesses, pooled investment vehicles and institutional/business accounts. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser or pension consultant.