ALLEN WEALTH MANAGEMENT, LLC

980 Highway 105
Boone, North Carolina 28607
Tel: 828-268-9693

About ALLEN WEALTH MANAGEMENT, LLC

ALLEN WEALTH MANAGEMENT, LLC, formally registered with the SEC as ALLEN WEALTH MANAGEMENT, LLC. The firm was established in 06/20/2005. They have over 1 offices throughout the country.

ALLEN WEALTH MANAGEMENT, LLC is a Boone, North Carolina based Financial Planning firm with nearly $553,948,253 assets under management, offering retirement planning & investment advisory services to 2589 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	133038
SEC#	801-64431
Assets Managed by Firm	$553,948,253
No. of Clients	2589
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	2589	$553,948,253
Individuals (other than high net worth individuals)	879	$209,266,522
High net worth individuals	161	$340,975,615
Charitable organizations	8	$3,706,116

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