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MORRIS & WELLS WEALTH MANAGEMENT

Advisory

N·CHARLOTTESVILLE, VA

Data as of Mar 16, 2026 · Source: SEC Form ADV

Total AUM

$988M

1-Year AUM Growth

-0.8%

3-Year CAGR

-0.8%

Employees

2

Assets Under Management

Total AUM$988M

Discretionary AUM$984M

Non-Discretionary AUM$4M

Discretionary %99.6%

Total Clients245

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)-25.0%

Filing History

Total Filings on Record16

First FilingMar 27, 2012

Latest FilingMar 16, 2026

🔒 Full AUM trend chart and 16 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MORRIS & WELLS WEALTH MANAGEMENT

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.