Allen Wealth Management, LLC

Allen Wealth Management, LLC (CRD# 133038) is a financial advisory firm headquartered in Boone, NC. They manage $145,084,787 in 572 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    572
    ACCOUNTS
  • Average Account Value
    $253,645
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, NC, TN, VA

Financial Advisors at Allen Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jonathan C. Allen
CRD#: 4752027
980 Highway 105, Boone, NC 28607
96
Wealthminder
score

Jonathan Allen (CRD# 4752027) is an Investment Advisor Representative working at Allen Wealth Management, LLC in Boone, NC and has over 12 years of experience in the finance industry. Jonathan Allen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Judd F. Allen
CRD#: 3391
980 Highway 105, Boone, NC 28607
93
Wealthminder
score

Judd Allen (CRD# 3391) is an Investment Advisor Representative working at Allen Wealth Management, LLC in Boone, NC and has over 14 years of experience in the finance industry.

3
Eric S. Franklin
CRD#: 4330425
980 Highway 105, Boone, NC 28607
93
Wealthminder
score

Eric Franklin (CRD# 4330425) is an Investment Advisor Representative working at Allen Wealth Management, LLC in Boone, NC and has over 15 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.