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MORRIS & WELLS WEALTH MANAGEMENT
Tel: 434-977-7010
410 White Gables Ln Charlottesville, Virginia 22903-4994
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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