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Allen Wealth Management, LLC

● SEC registered since 2005CRD 133038SEC# 801-64431Boone, NC
Export (members)
Reg. AUM
$553.9M
Employees
7
Accounts
2,589
Location
Boone, NC

Allen Wealth Management, LLC assets under management

Allen Wealth Management, LLC operates as an SEC-registered investment adviser based in Boone, NC. The firm has been registered since 2005. It reports $553.9 million in regulatory assets under management and employs 7 people.
www.allenwealthmanagement.comView on SEC.gov ↗

Allen Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jonathan Chesley Allen ControlMember/Chief Compliance OfficerOver 75%2004

Frequently asked questions

How much does Allen Wealth Management, LLC manage?

Allen Wealth Management, LLC reports $553.9 million in regulatory assets under management on its Form ADV.

How many employees does Allen Wealth Management, LLC have?

Allen Wealth Management, LLC reports 7 employees.

Where is Allen Wealth Management, LLC located?

Allen Wealth Management, LLC is based in Boone, NC and has been SEC-registered since 2005.

Does Allen Wealth Management, LLC disclose fund performance?

Allen Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address980 Highway 105, Boone, NC 28607
Phone828-268-9693
Fax828-268-9694
Office hours8:00a.m. To 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$425M
Non-discretionary$128.9M
Total (RAUM)$553.9M