MORRIS & WELLS WEALTH MANAGEMENT
CRD #162411 SEC #801-74976 CHARLOTTESVILLE, VA 434-977-7010
SEC Registered
Total AUM
$847M
Discretionary
$847M
Employees
3
Clients
51
Accounts
245
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $847M | $847M | $0 | 3 | 245 |
| Apr 2025 | $847M | $847M | $0 | 3 | 245 |
| Mar 2025 | $847M | $847M | $0 | 3 | 245 |
| Mar 2025 | $847M | $847M | $0 | 3 | 245 |
| Jul 2024 | $853.7M | $853.7M | $0 | 4 | 257 |
| Mar 2024 | $853.7M | $853.7M | $0 | 4 | 257 |
| Jan 2023 | $694.3M | $694.3M | $0 | 4 | 236 |
| Mar 2022 | $868.8M | $868.8M | $0 | 4 | 231 |
| Mar 2021 | $701.9M | $701.9M | $0 | 4 | 173 |
| Jun 2020 | $635.2M | $635.2M | $0 | 4 | 179 |
| Apr 2020 | $635.2M | $635.2M | $0 | 4 | 179 |
| Mar 2019 | $624.5M | $624.5M | $0 | 4 | 194 |
| Mar 2018 | $793.5M | $793.5M | $0 | 4 | 184 |
| Mar 2017 | $671.7M | $671.1M | $594.3K | 4 | 200 |
| Mar 2016 | $690.4M | $689.3M | $1.1M | 4 | 200 |
| Mar 2015 | $679.2M | $677.6M | $1.6M | 4 | 200 |
| Mar 2014 | $619.8M | $615.1M | $4.6M | 4 | 200 |
| Mar 2013 | $526M | $526M | $0 | 3 | 200 |
| Mar 2012 | $528.4M | $521.9M | $6.6M | -- | 200 |
DateJun 2025
Total AUM$847M
Discretionary$847M
Non-Disc.$0
Employees3
Clients245
DateApr 2025
Total AUM$847M
Discretionary$847M
Non-Disc.$0
Employees3
Clients245
DateMar 2025
Total AUM$847M
Discretionary$847M
Non-Disc.$0
Employees3
Clients245
DateMar 2025
Total AUM$847M
Discretionary$847M
Non-Disc.$0
Employees3
Clients245
DateJul 2024
Total AUM$853.7M
Discretionary$853.7M
Non-Disc.$0
Employees4
Clients257
DateMar 2024
Total AUM$853.7M
Discretionary$853.7M
Non-Disc.$0
Employees4
Clients257
DateJan 2023
Total AUM$694.3M
Discretionary$694.3M
Non-Disc.$0
Employees4
Clients236
DateMar 2022
Total AUM$868.8M
Discretionary$868.8M
Non-Disc.$0
Employees4
Clients231
DateMar 2021
Total AUM$701.9M
Discretionary$701.9M
Non-Disc.$0
Employees4
Clients173
DateJun 2020
Total AUM$635.2M
Discretionary$635.2M
Non-Disc.$0
Employees4
Clients179
DateApr 2020
Total AUM$635.2M
Discretionary$635.2M
Non-Disc.$0
Employees4
Clients179
DateMar 2019
Total AUM$624.5M
Discretionary$624.5M
Non-Disc.$0
Employees4
Clients194
DateMar 2018
Total AUM$793.5M
Discretionary$793.5M
Non-Disc.$0
Employees4
Clients184
DateMar 2017
Total AUM$671.7M
Discretionary$671.1M
Non-Disc.$594.3K
Employees4
Clients200
DateMar 2016
Total AUM$690.4M
Discretionary$689.3M
Non-Disc.$1.1M
Employees4
Clients200
DateMar 2015
Total AUM$679.2M
Discretionary$677.6M
Non-Disc.$1.6M
Employees4
Clients200
DateMar 2014
Total AUM$619.8M
Discretionary$615.1M
Non-Disc.$4.6M
Employees4
Clients200
DateMar 2013
Total AUM$526M
Discretionary$526M
Non-Disc.$0
Employees3
Clients200
DateMar 2012
Total AUM$528.4M
Discretionary$521.9M
Non-Disc.$6.6M
Employees--
Clients200