Overview
Assets Under Management: $847 million
Headquarters: CHARLOTTESVILLE, VA
Frequently Asked Questions
MORRIS & WELLS WEALTH MANAGEMENT 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 #162411), MORRIS & WELLS WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
MORRIS & WELLS WEALTH MANAGEMENT is headquartered in CHARLOTTESVILLE, VA.
According to their SEC Form ADV, MORRIS & WELLS WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
MORRIS & WELLS WEALTH MANAGEMENT manages $847 million in client assets according to their SEC filing dated June 23, 2025.
According to their SEC Form ADV, MORRIS & WELLS WEALTH MANAGEMENT serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
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