Allen Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boone, NC. Its latest Form ADV filing, dated January 29, 2026, reports $664M in regulatory assets under management, 7 employees, and 2,725 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.2% of total clients.
Top client categories% of clientsClients
1
Individuals
81.2%
900
2
HNWI
18.0%
199
3
Charitable
0.8%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$664Mas of January 29, 2026
Discretionary78.8%
$523M
79% of total RAUM78.8%
Non-discretionary21.2%
$141M
21% of total RAUM21.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$664M
Total Accounts2,725
10Y AUM Change+$493M (+287.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee158:1
10Y Employee Change+1 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.