MORRIS & WELLS WEALTH MANAGEMENT

410 White Gables Ln
Charlottesville, Virginia 22903-4994
Tel: 434-977-7010

About MORRIS & WELLS WEALTH MANAGEMENT

MORRIS & WELLS WEALTH MANAGEMENT, formally registered with the SEC as MORRIS & WELLS WEALTH MANAGEMENT. The firm was established in 02/29/2012. They have over 1 offices throughout the country.

MORRIS & WELLS WEALTH MANAGEMENT is a Charlottesville, Virginia based Financial Planning firm with nearly $853,709,732 assets under management, offering retirement planning & investment advisory services to 257 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	162411
SEC#	801-74976
Assets Managed by Firm	$853,709,732
No. of Clients	257
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	257	$853,709,732
Individuals (other than high net worth individuals)	232	$714,712,125
Pension and profit sharing plans	12	$117,072,287
Charitable organizations	3	$10,353,700
Corporations or other businesses	5	$4,705,095

More Retirement Planning firms in Charlottesville, Virginia:

Firm Name	Assets Under Management	Total Clients	Total Advisors
SANDS CAPITAL MANAGEMENT, LLC 1000 Wilson Blvd., Suite 3000 Arlington, VA, 22209	$45,003,485,534	354	181
INVESTURE, LLC 240 W Main Street, Suite 500 Charlottesville, VA, 22902	$32,231,415,180	53	47
STRATEGIC INVESTMENT MANAGEMENT, LLC 1001 19th St. N.17th Fl. Arlington, VA, 22209-1722	$26,988,658,396	84	99
VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	$24,381,015,458	94	27
THOMPSON SIEGEL & WALMSLEY LLC 6641 West Broad Street, Suite 600 Richmond, VA, 23230	$20,812,400,000	4775	68

Explore More Retirement Advisors in Charlottesville, Virginia

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.