Overview
Assets Under Management: $847 million
Headquarters: CHARLOTTESVILLE, VA
High-Net-Worth Clients: 3
Average Client Assets: $238 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.30
Average High-Net-Worth Client Assets: $238 million
Total Client Accounts: 245
Discretionary Accounts: 245
Regulatory Filings
CRD Number: 162411
Filing ID: 1999355
Last Filing Date: 2025-06-23 12:00:00
Website: https://morrisandwells.com