ALLEN WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$664,325,517
Discretionary
$523,442,901
Non-discretionary
$140,882,616
Firm details
- CRD number
- 133038
- SEC file number
- 801-64431
- Main office
- BOONE, NC, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.