Morris & Wells Wealth Management
● SEC registered since 2012CRD 162411SEC# 801-74976Charlottesville, VA
Reg. AUM
$987.9M
Employees
2
Accounts
298
Location
Charlottesville, VA
Morris & Wells Wealth Management assets under management
Morris & Wells Wealth Management is a registered investment adviser overseen by the SEC based in Charlottesville, VA. The firm has been registered since 2012. It reports $987.9 million in regulatory assets under management and employs 2 people.
Morris & Wells Wealth Management owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Payne Morris Control | Member, Cco | 50-75% | 2014 |
| John Michael Wells Control | Member | 50-75% | 2017 |
Frequently asked questions
How much does Morris & Wells Wealth Management manage?
Morris & Wells Wealth Management reports $987.9 million in regulatory assets under management on its Form ADV.
How many employees does Morris & Wells Wealth Management have?
Morris & Wells Wealth Management reports 2 employees.
Where is Morris & Wells Wealth Management located?
Morris & Wells Wealth Management is based in Charlottesville, VA and has been SEC-registered since 2012.
Does Morris & Wells Wealth Management disclose fund performance?
Morris & Wells Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 230 Court Square, Ste 102, Charlottesville, VA 22902 |
| Phone | 434-977-7010 |
| Fax | 434-977-6313 |
| Office hours | 9:00 a.m. To 4:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1659189 |
| Discloses disciplinary history | No |
Regulatory AUM
$987.9M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$987.9Mregulatory AUM
Discretionary $984.2MNon-discretionary $3.7M