Allen Wealth Management, LLC
● SEC registered since 2005CRD 133038SEC# 801-64431Boone, NC
Reg. AUM
$664.3M
Employees
7
Accounts
2,725
Location
Boone, NC
Allen Wealth Management, LLC assets under management
Allen Wealth Management, LLC operates as an SEC-registered investment adviser based in Boone, NC. The firm has been registered since 2005. It reports $664.3 million in regulatory assets under management and employs 7 people.
Allen Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan Chesley Allen Control | Member/Chief Compliance Officer | Over 75% | 2004 |
| Joseph Byron Hill | Chief Operations Officer | Under 5% | 2025 |
Frequently asked questions
How much does Allen Wealth Management, LLC manage?
Allen Wealth Management, LLC reports $664.3 million in regulatory assets under management on its Form ADV.
How many employees does Allen Wealth Management, LLC have?
Allen Wealth Management, LLC reports 7 employees.
Where is Allen Wealth Management, LLC located?
Allen Wealth Management, LLC is based in Boone, NC and has been SEC-registered since 2005.
Does Allen Wealth Management, LLC disclose fund performance?
Allen Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 980 Highway 105, Boone, NC 28607 |
| Phone | 828-268-9693 |
| Fax | 828-268-9694 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$664.3M▲ 20%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$664.3Mregulatory AUM
Discretionary $523.4MNon-discretionary $140.9M