Morris & Wells Wealth Management

Morris & Wells Wealth Management (CRD# 162411) is a financial advisory firm headquartered in Charlottesville, VA. They manage $853,709,732 in 257 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
410 White Gables Ln, Charlottesville, VA 22903
http://www.morrisandwells.com
By the Numbers
  • Total Assets Under Management
    854
    MILLION
  • Total Number of Accounts
    257
    ACCOUNTS
  • Average Account Value
    $3,321,828
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX, VA

Financial Advisors at Morris & Wells Wealth Management
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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