| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Payne Morris Control | Managing Director, Cco | 25-50% | 2014 |
| John Michael Wells Control | Member | 25-50% | 2017 |
| John Stewart Darrell Control | Member | 50-75% | 2012 |
Morris & Wells Wealth Management reports $847 million in regulatory assets under management on its Form ADV.
Morris & Wells Wealth Management reports 3 employees.
Morris & Wells Wealth Management is based in Charlottesville, VA and has been SEC-registered since 2012.
Morris & Wells Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 230 Court Square, Ste 102, Charlottesville, VA 22902 |
| Phone | 434-977-7010 |
| Fax | 434-977-6313 |
| Office hours | 9:00 a.m. To 4:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1659189 |
| Discloses disciplinary history | No |
| Discretionary | $847M |
| Non-discretionary | $0 |
| Total (RAUM) | $847M |