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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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