Overview
Assets Under Management: $554 million
Headquarters: BOONE, NC
High-Net-Worth Clients: 161
Average Client Assets: $2 million
Frequently Asked Questions
ALLEN WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #133038), ALLEN WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ALLEN WEALTH MANAGEMENT, LLC is headquartered in BOONE, NC.
ALLEN WEALTH MANAGEMENT, LLC serves 161 high-net-worth clients according to their SEC filing dated July 22, 2025. View client details ↓
According to their SEC Form ADV, ALLEN WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
ALLEN WEALTH MANAGEMENT, LLC manages $554 million in client assets according to their SEC filing dated July 22, 2025.
According to their SEC Form ADV, ALLEN WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 161
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.55
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,589
Discretionary Accounts: 2,111
Non-Discretionary Accounts: 478
Regulatory Filings
CRD Number: 133038
Filing ID: 2004969
Last Filing Date: 2025-07-22 08:46:00
Website: https://allenwealthmanagement.com