ALLEN WEALTH MANAGEMENT, LLC
CRD #133038 SEC #801-64431 BOONE, NC 828-268-9693
SEC Registered
Total AUM
$553.9M
Discretionary
$425M
Employees
7
Clients
--
Accounts
2,589
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 22, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, JONATHAN, CHESLEY | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, JUDD, FOSTA | I | MEMBER | D | Control |
| ALLEN, JUDD, FOSTA | I | MEMBER | D | Control |
| ALLEN, JUDD, FOSTA | I | MEMBER | D | Control |
| ALLEN, JUDD, FOSTA | I | MEMBER | D | Control |
| ALLEN, JUDD, FOSTA | I | MEMBER | D | Control |
| ALLEN, JUDD, FOSTA | I | MEMBER | D | Control |
| ALLEN, JUDD, FOSTA | I | MEMBER | D | Control |
| ALLEN, JUDD, FOSTA | I | MEMBER | D | Control |
| ALLEN, JUDD, FOSTA | I | MEMBER | D | Control |
| ALLEN, JUDD, FOSTA | I | MEMBER | D | Control |
| ALLEN, JUDD, FOSTA | I | MEMBER | D | Control |
| ALLEN, JUDD, FOSTA | I | MEMBER | D | Control |
| ALLEN, JUDD, FOSTA | I | MEMBER | D | Control |
| ALLEN, JUDD, FOSTA | I | MEMBER | D | Control |
| ALLEN, JUDD, FOSTA | I | MEMBER | D | Control |
| ALLEN, JUDD, FOSTA | I | MEMBER | D | Control |
| ALLEN, JUDD, FOSTA | I | MEMBER | D | Control |
| ALLEN, JUDD, FOSTA | I | MEMBER | D | Control |
| ALLEN, JUDD, FOSTA | I | MEMBER | D | Control |
| ALLEN, JUDD, FOSTA | I | MEMBER | D | Control |
| ALLEN, JUDD, FOSTA | I | MEMBER | D | Control |
| ALLEN, JUDD, FOSTA | I | MEMBER | D | Control |
| ALLEN, JUDD, FOSTA | I | MEMBER | D | Control |
| ALLEN, JUDD, FOSTA | I | MEMBER | D | Control |
| ALLEN, JUDD, FOSTA | I | MEMBER | D | Control |
| ALLEN, JUDD, FOSTA | I | MEMBER | D | Control |
| ALLEN, JUDD, FOSTA | I | MEMBER | D | Control |
| ALLEN, JUDD, FOSTA | I | MEMBER | D | Control |
| ALLEN, JUDD, FOSTA | I | MEMBER | D | Control |
| ALLEN, JUDD, FOSTA | I | MEMBER | B | Control |
| ALLEN, JUDD, FOSTA | I | MEMBER | B | Control |
Registrations
Federal
IA
Jul 22, 2025 REGISTERED
Notice Filings (11)
FL GA LA MS NC NE OH SC TN TX VA
Address
980 HIGHWAY 105BOONE, NC 28607
United States
Phone: 828-268-9693