MORRIS & WELLS WEALTH MANAGEMENT
SEC Form ADV profile.
Total regulatory AUM
$987,926,210
Discretionary
$984,203,738
Non-discretionary
$3,722,472
Firm details
- CRD number
- 162411
- SEC file number
- 801-74976
- Main office
- CHARLOTTESVILLE, VA, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTP://WWW.MORRISANDWELLS.COM
- Fee structure
-
Percentage of AUM
As of October 2026.