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MORRIS & WELLS WEALTH MANAGEMENT

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

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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

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

Firm CRD#:

162411

SEC#:

801-74976

No. of Clients:

257

Assets under Management

$853,709,732

No. of Advisors:

4

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