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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $553.9M | $425M | $128.9M | 7 | 5 |
| Feb 2025 | $553.9M | $425M | $128.9M | 7 | 5 |
| Feb 2025 | $553.9M | $425M | $128.9M | 7 | 5 |
| Jul 2024 | $478.5M | $362.5M | $116M | 7 | 5 |
| Feb 2024 | $478.5M | $362.5M | $116M | 7 | 5 |
| Jan 2023 | $382.3M | $282.7M | $99.6M | 7 | 10 |
| Aug 2022 | $369.6M | $84.2M | $285.5M | 6 | 8 |
| Jul 2022 | $369.6M | $84.2M | $285.5M | 6 | 8 |
| Feb 2022 | $369.6M | $84.2M | $285.5M | 6 | 8 |
| Mar 2021 | $350.3M | $61.1M | $289.1M | 6 | 8 |
| Jul 2020 | $293.2M | $44.6M | $248.6M | 6 | 9 |
| Jun 2020 | $293.2M | $44.6M | $248.6M | 6 | 9 |
| May 2020 | $293.2M | $44.6M | $248.6M | 6 | 9 |
| Feb 2020 | $293.2M | $44.6M | $248.6M | 6 | 9 |
| Oct 2019 | $232.6M | $28.2M | $204.4M | 6 | 4 |
| May 2019 | $232.6M | $28.2M | $204.4M | 6 | 4 |
| Jan 2019 | $232.6M | $28.2M | $204.4M | 6 | 4 |
| Feb 2018 | $214.5M | $25.7M | $188.8M | 6 | 0 |
| Jan 2018 | $214.5M | $25.7M | $188.8M | 6 | 0 |
| Oct 2017 | $203M | $25.5M | $177.5M | 6 | 0 |
| Aug 2017 | $171.6M | $16.4M | $155.2M | 6 | 435 |
| Mar 2017 | $171.6M | $16.4M | $155.2M | 6 | 435 |
| Feb 2017 | $171.6M | $16.4M | $155.2M | 6 | 435 |
| Oct 2016 | $145.1M | $12M | $133.1M | 6 | 320 |
| Jul 2016 | $145.1M | $12M | $133.1M | 6 | 320 |
| Jan 2016 | $145.1M | $12M | $133.1M | 6 | 320 |
| Apr 2015 | $149.5M | $10M | $139.5M | 3 | 490 |
| Feb 2015 | $149.5M | $10M | $139.5M | 3 | 490 |
| Oct 2014 | $123.8M | $6.1M | $117.7M | 3 | 200 |
| Jul 2014 | $123.8M | $6.1M | $117.7M | 3 | 200 |
| Mar 2014 | $123.8M | $6.1M | $117.7M | 3 | 200 |
| Feb 2014 | $123.8M | $6.1M | $117.7M | 3 | 200 |
| Oct 2013 | $117.5M | $2.8M | $114.7M | 3 | 200 |
| Mar 2013 | $108M | $0 | $108M | 2 | 200 |
| Apr 2012 | $92.6M | $0 | $92.6M | 1 | 300 |
| Mar 2012 | $92.6M | $0 | $92.6M | 1 | 300 |
| Mar 2012 | $92.6M | $0 | $92.6M | 1 | 300 |
| Jun 2011 | $89M | $0 | $89M | 5 | -- |
| Mar 2011 | $89M | $0 | $89M | 5 | -- |
| Jan 2011 | $73.7M | $0 | $73.7M | 5 | -- |
| Jan 2010 | $73.7M | $0 | $73.7M | 5 | -- |
| Jan 2008 | $76.7M | $0 | $76.7M | 5 | -- |
| Jan 2008 | $76.7M | $0 | $76.7M | 5 | -- |
| Jan 2007 | $79.6M | $0 | $79.6M | 5 | -- |
| Feb 2006 | $61.4M | $0 | $61.4M | 5 | -- |
| Jan 2006 | $54.8M | $0 | $54.8M | 5 | -- |
| Jun 2005 | $54.8M | $0 | $54.8M | 5 | -- |
DateJul 2025
Total AUM$553.9M
Discretionary$425M
Non-Disc.$128.9M
Employees7
Clients5
DateFeb 2025
Total AUM$553.9M
Discretionary$425M
Non-Disc.$128.9M
Employees7
Clients5
DateFeb 2025
Total AUM$553.9M
Discretionary$425M
Non-Disc.$128.9M
Employees7
Clients5
DateJul 2024
Total AUM$478.5M
Discretionary$362.5M
Non-Disc.$116M
Employees7
Clients5
DateFeb 2024
Total AUM$478.5M
Discretionary$362.5M
Non-Disc.$116M
Employees7
Clients5
DateJan 2023
Total AUM$382.3M
Discretionary$282.7M
Non-Disc.$99.6M
Employees7
Clients10
DateAug 2022
Total AUM$369.6M
Discretionary$84.2M
Non-Disc.$285.5M
Employees6
Clients8
DateJul 2022
Total AUM$369.6M
Discretionary$84.2M
Non-Disc.$285.5M
Employees6
Clients8
DateFeb 2022
Total AUM$369.6M
Discretionary$84.2M
Non-Disc.$285.5M
Employees6
Clients8
DateMar 2021
Total AUM$350.3M
Discretionary$61.1M
Non-Disc.$289.1M
Employees6
Clients8
DateJul 2020
Total AUM$293.2M
Discretionary$44.6M
Non-Disc.$248.6M
Employees6
Clients9
DateJun 2020
Total AUM$293.2M
Discretionary$44.6M
Non-Disc.$248.6M
Employees6
Clients9
DateMay 2020
Total AUM$293.2M
Discretionary$44.6M
Non-Disc.$248.6M
Employees6
Clients9
DateFeb 2020
Total AUM$293.2M
Discretionary$44.6M
Non-Disc.$248.6M
Employees6
Clients9
DateOct 2019
Total AUM$232.6M
Discretionary$28.2M
Non-Disc.$204.4M
Employees6
Clients4
DateMay 2019
Total AUM$232.6M
Discretionary$28.2M
Non-Disc.$204.4M
Employees6
Clients4
DateJan 2019
Total AUM$232.6M
Discretionary$28.2M
Non-Disc.$204.4M
Employees6
Clients4
DateFeb 2018
Total AUM$214.5M
Discretionary$25.7M
Non-Disc.$188.8M
Employees6
Clients0
DateJan 2018
Total AUM$214.5M
Discretionary$25.7M
Non-Disc.$188.8M
Employees6
Clients0
DateOct 2017
Total AUM$203M
Discretionary$25.5M
Non-Disc.$177.5M
Employees6
Clients0
DateAug 2017
Total AUM$171.6M
Discretionary$16.4M
Non-Disc.$155.2M
Employees6
Clients435
DateMar 2017
Total AUM$171.6M
Discretionary$16.4M
Non-Disc.$155.2M
Employees6
Clients435
DateFeb 2017
Total AUM$171.6M
Discretionary$16.4M
Non-Disc.$155.2M
Employees6
Clients435
DateOct 2016
Total AUM$145.1M
Discretionary$12M
Non-Disc.$133.1M
Employees6
Clients320
DateJul 2016
Total AUM$145.1M
Discretionary$12M
Non-Disc.$133.1M
Employees6
Clients320
DateJan 2016
Total AUM$145.1M
Discretionary$12M
Non-Disc.$133.1M
Employees6
Clients320
DateApr 2015
Total AUM$149.5M
Discretionary$10M
Non-Disc.$139.5M
Employees3
Clients490
DateFeb 2015
Total AUM$149.5M
Discretionary$10M
Non-Disc.$139.5M
Employees3
Clients490
DateOct 2014
Total AUM$123.8M
Discretionary$6.1M
Non-Disc.$117.7M
Employees3
Clients200
DateJul 2014
Total AUM$123.8M
Discretionary$6.1M
Non-Disc.$117.7M
Employees3
Clients200
DateMar 2014
Total AUM$123.8M
Discretionary$6.1M
Non-Disc.$117.7M
Employees3
Clients200
DateFeb 2014
Total AUM$123.8M
Discretionary$6.1M
Non-Disc.$117.7M
Employees3
Clients200
DateOct 2013
Total AUM$117.5M
Discretionary$2.8M
Non-Disc.$114.7M
Employees3
Clients200
DateMar 2013
Total AUM$108M
Discretionary$0
Non-Disc.$108M
Employees2
Clients200
DateApr 2012
Total AUM$92.6M
Discretionary$0
Non-Disc.$92.6M
Employees1
Clients300
DateMar 2012
Total AUM$92.6M
Discretionary$0
Non-Disc.$92.6M
Employees1
Clients300
DateMar 2012
Total AUM$92.6M
Discretionary$0
Non-Disc.$92.6M
Employees1
Clients300
DateJun 2011
Total AUM$89M
Discretionary$0
Non-Disc.$89M
Employees5
Clients--
DateMar 2011
Total AUM$89M
Discretionary$0
Non-Disc.$89M
Employees5
Clients--
DateJan 2011
Total AUM$73.7M
Discretionary$0
Non-Disc.$73.7M
Employees5
Clients--
DateJan 2010
Total AUM$73.7M
Discretionary$0
Non-Disc.$73.7M
Employees5
Clients--
DateJan 2008
Total AUM$76.7M
Discretionary$0
Non-Disc.$76.7M
Employees5
Clients--
DateJan 2008
Total AUM$76.7M
Discretionary$0
Non-Disc.$76.7M
Employees5
Clients--
DateJan 2007
Total AUM$79.6M
Discretionary$0
Non-Disc.$79.6M
Employees5
Clients--
DateFeb 2006
Total AUM$61.4M
Discretionary$0
Non-Disc.$61.4M
Employees5
Clients--
DateJan 2006
Total AUM$54.8M
Discretionary$0
Non-Disc.$54.8M
Employees5
Clients--
DateJun 2005
Total AUM$54.8M
Discretionary$0
Non-Disc.$54.8M
Employees5
Clients--