Firm profile

MORRIS & WELLS WEALTH MANAGEMENT

CHARLOTTESVILLE, VACRD 162411Latest ADV March 16, 2026

Morris & Wells Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlottesville, VA. Its latest Form ADV filing, dated March 16, 2026, reports $988M in regulatory assets under management, 2 employees, and 298 accounts.

Assets Under Management
$988M
Employees
2
Offices
--
Total Clients
298
Primary office
CHARLOTTESVILLE, VA
230 COURT SQUARE, STE 102, CHARLOTTESVILLE, VA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOElizabeth P. Morris

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 92.3% of total clients.
Top client categories% of clientsClients
1
Individuals
92.3%
275
2
Corporations
4.7%
14
3
FOUNDATIONS
1.3%
4
4
Charitable
1.0%
3
5
Pension Plans
0.7%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$988Mas of March 16, 2026
Discretionary99.6%
$984M
100% of total RAUM99.6%
Non-discretionary0.4%
$4M
0% of total RAUM0.4%
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.

Total AUM$988M
Total Accounts298
10Y AUM Change+$316M (+47.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee149:1
10Y Employee Change-2 (-50.0%)

* 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.