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MORRIS & WELLS WEALTH MANAGEMENT
CRD 162411File 801-74976
APPROVED
Retail clients
Custody
Filing as of Mar 16, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 298 | 294 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.