MORRIS & WELLS WEALTH MANAGEMENT - Financial Advisor in Virginia, Charlottesville

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

About MORRIS & WELLS WEALTH MANAGEMENT

MORRIS & WELLS WEALTH MANAGEMENT is a Charlottesville, Virginia based financial advisory firm with nearly $853,709,732 in assets under management and provides investment advisory services for 257 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

162411

Firm SEC#:

801-74976

Assets Under Management:

$853,709,732

No. of Clients:

257

No. of Advisors:

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

Fee Structure:

A percentage of AUM

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