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Building 2MORRIS & WELLS WEALTH MANAGEMENT

Map pinCHARLOTTESVILLE, VA
Phone434-977-7010
NotebookSEC #801-74976
Total AUM
$987.9M
Employees
2
Clients
298

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
230 COURT SQUARE, STE 102
CHARLOTTESVILLE
VA 22902
United States
Operating Hours
9:00 AM TO 4:00 PM
Monday - Friday
Phone
434-977-7010

ReceiptFinancials

Total AUM
$987.9M
Accounts
298
Discretionary
$984.2M
Accounts
296
Non-Discretionary
$3.7M
Accounts
2

ContactClients

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Individual Clients
275
AUM
$937.3M
Pension/Profit Sharing Plan Clients
2
AUM
$14.2M
Charitable Organization Clients
3
AUM
$12.9M
Corporation or Business Clients
14
AUM
$16.7M
Other Clients
4
AUM
$6.8M
Description of Other Clients
FOUNDATIONS

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLKYMDNCNYTNTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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