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MORRIS & WELLS WEALTH MANAGEMENT
CRD 162411File 801-74976
APPROVED
Retail clients
Custody
Filing as of Mar 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$987.9M
Above cohort median (national)
Discretionary AUM
$984.2M
Non-discretionary $3.7M
Clients
294
298 accounts
Employees
2
Above cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 29, 2012
- Principal office
- 230 COURT SQUARE, STE 102, CHARLOTTESVILLE, VA, 22902
- Phone
- 434-977-7010
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $987.9M
- Discretionary AUM
- $984.2M
- Non-discretionary AUM
- $3.7M
- Discretionary accounts
- 296
- Non-discretionary accounts
- 2
- Total accounts
- 298
- AUM per client
- $3.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 14 | $16.7M |
| Charitable organizations | Fewer than 5 | $12.9M |
| Pension and profit sharing plans | Fewer than 5 | $14.2M |
| Individuals (other than high net worth individuals) | 275 | $937.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 298 | 294 | decreased by4 |
| Apr 1, 2026 | Employees | 3 | 2 | decreased by1 |
| Apr 1, 2026 | Clients | 245 | 298 | increased by53 |
| Apr 1, 2026 | AUM | $847,034,114 | $987,926,210 | increased by$140,892,096 |
| Apr 1, 2026 | Accounts | 245 | 298 | increased by53 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 3 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 231 | 245 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $868,789,030 | $847,034,114 | decreased by$21,754,916 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 231 | 245 | increased by14 |
| Apr 1, 2022 | Clients | 167 | 231 | increased by64 |
| Apr 1, 2022 | AUM | $701,870,055 | $868,789,030 | increased by$166,918,975 |
| Apr 1, 2022 | Accounts | 173 | 231 | increased by58 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MORRIS WELLS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MORRIS WELLS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.