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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 23, 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 |
|---|---|---|---|---|
| KING, CHARLES, GUY | I | CHIEF COMPLIANCE OFFICER/SR PORTFOLIO MANAGER | NA | |
| KING, CHARLES, GUY | I | CHIEF COMPLIANCE OFFICER/SR PORTFOLIO MANAGER | NA | |
| DARRELL, JOHN, STEWART | I | MANAGING MEMBER | E | Control |
| DARRELL, JOHN, STEWART | I | MANAGING MEMBER | E | Control |
| DARRELL, JOHN, STEWART | I | MEMBER | D | Control |
| DARRELL, JOHN, STEWART | I | MEMBER | D | Control |
| DARRELL, JOHN, STEWART | I | MEMBER | D | Control |
| DARRELL, JOHN, STEWART | I | MEMBER | D | Control |
| DARRELL, JOHN, STEWART | I | MANAGING MEMBER | C | Control |
| DARRELL, JOHN, STEWART | I | MANAGING MEMBER | C | Control |
| DARRELL, JOHN, STEWART | I | MANAGING MEMBER | C | Control |
| DARRELL, JOHN, STEWART | I | MANAGING MEMBER | C | Control |
| DARRELL, JOHN, STEWART | I | MANAGING MEMBER | C | Control |
| DARRELL, JOHN, STEWART | I | MANAGING MEMBER | C | Control |
| DARRELL, JOHN, STEWART | I | MANAGING MEMBER | C | Control |
| DARRELL, JOHN, STEWART | I | MANAGING MEMBER | C | Control |
| DARRELL, JOHN, STEWART | I | MANAGING MEMBER | C | Control |
| DARRELL, JOHN, STEWART | I | MANAGING MEMBER | C | Control |
| DARRELL, JOHN, STEWART | I | MANAGING MEMBER | C | Control |
| DARRELL, JOHN, STEWART | I | MEMBER | C | Control |
| DARRELL, JOHN, STEWART | I | MEMBER | C | Control |
| DARRELL, JOHN, STEWART | I | MEMBER | C | Control |
| DARRELL, JOHN, STEWART | I | MEMBER | C | Control |
| KING, CHARLES, GUY | I | CHIEF COMPLIANCE OFFICER/SR PORTFOLIO MANAGER | C | |
| KING, CHARLES, GUY | I | CHIEF COMPLIANCE OFFICER/SR PORTFOLIO MANAGER | C | |
| KING, CHARLES, GUY | I | CHIEF COMPLIANCE OFFICER/SR PORTFOLIO MANAGER | C | |
| KING, CHARLES, GUY | I | CHIEF COMPLIANCE OFFICER/SR PORTFOLIO MANAGER | C | |
| KING, CHARLES, GUY | I | CHIEF COMPLIANCE OFFICER/SR PORTFOLIO MANAGER | C | |
| KING, CHARLES, GUY | I | CHIEF COMPLIANCE OFFICER/SR PORTFOLIO MANAGER | C | |
| KING, CHARLES, GUY | I | CHIEF COMPLIANCE OFFICER/SR PORTFOLIO MANAGER | C | |
| KING, CHARLES, GUY | I | CHIEF COMPLIANCE OFFICER/SR PORTFOLIO MANAGER | C | |
| KING, CHARLES, GUY | I | CHIEF COMPLIANCE OFFICER/SR PORTFOLIO MANAGER | C | |
| KING, CHARLES, GUY | I | CHIEF COMPLIANCE OFFICER/SR PORTFOLIO MANAGER | C | |
| KING, CHARLES, GUY | I | CHIEF COMPLIANCE OFFICER/SR PORTFOLIO MANAGER | C | |
| KING, CHARLES, GUY | I | PORTFOLIO MANAGER | C | |
| KING, CHARLES, GUY | I | PORTFOLIO MANAGER | C | |
| KING, CHARLES, GUY | I | PORTFOLIO MANAGER | C | |
| KING, CHARLES, GUY | I | PORTFOLIO MANAGER | C | |
| MORRIS, ELIZABETH, PAYNE | I | MANAGING DIRECTOR | C | |
| MORRIS, ELIZABETH, PAYNE | I | MANAGING DIRECTOR | C | |
| MORRIS, ELIZABETH, PAYNE | I | MANAGING DIRECTOR, CCO | C | |
| MORRIS, ELIZABETH, PAYNE | I | MANAGING DIRECTOR, CCO | C | |
| MORRIS, ELIZABETH, PAYNE | I | MANAGING DIRECTOR, CCO | C | |
| MORRIS, ELIZABETH, PAYNE | I | MANAGING DIRECTOR, CCO | C | Control |
| MORRIS, ELIZABETH, PAYNE | I | MANAGING DIRECTOR, CCO | C | |
| MORRIS, ELIZABETH, PAYNE | I | MANAGING DIRECTOR, CCO | C | |
| MORRIS, ELIZABETH, PAYNE | I | MANAGING DIRECTOR, CCO | C | Control |
| MORRIS, ELIZABETH, PAYNE | I | MANAGING DIRECTOR, CCO | C | Control |
| WELLS, JOHN, MICHAEL | I | MEMBER | C | Control |
| WELLS, JOHN, MICHAEL | I | MEMBER | C | Control |
| WELLS, JOHN, MICHAEL | I | MEMBER | C | Control |
| WELLS, JOHN, MICHAEL | I | MEMBER | C | Control |
| WELLS, JOHN, MICHAEL | I | MEMBER | C | Control |
| WELLS, JOHN, MICHAEL | I | MEMBER | C | Control |
| WELLS, JOHN, MICHAEL | I | MEMBER | C | Control |
| WELLS, JOHN, MICHAEL | I | MEMBER | C | Control |
| WELLS, JOHN, MICHAEL | I | MEMBER | C | Control |
| WELLS, JOHN, MICHAEL | I | MEMBER | C | Control |
| MORRIS, ELIZABETH, PAYNE | I | MEMBER | B | |
| MORRIS, ELIZABETH, PAYNE | I | MEMBER | B | |
| MORRIS, ELIZABETH, PAYNE | I | MEMBER | B | |
| MORRIS, ELIZABETH, PAYNE | I | MEMBER | B | |
| MORRIS, ELIZABETH, PAYNE | I | MEMBER | B | |
| MORRIS, ELIZABETH, PAYNE | I | MEMBER | B | |
| MORRIS, ELIZABETH, PAYNE | I | MEMBER | B | |
| MORRIS, ELIZABETH, PAYNE | I | MEMBER | B | |
| MORRIS, ELIZABETH, PAYNE | I | MEMBER | B | |
| WELLS, JOHN, MICHAEL | I | MEMBER | B | Control |
| WELLS, JOHN, MICHAEL | I | MEMBER | B | Control |
| WELLS, JOHN, MICHAEL | I | MEMBER | B | Control |
| WELLS, JOHN, MICHAEL | I | MEMBER | B | Control |
| WELLS, JOHN, MICHAEL | I | MEMBER | B | Control |
Registrations
Federal
IA
Jun 23, 2025 REGISTERED
Notice Filings (5)
FL MD NH TX VA
Address
230 COURT SQUARE, STE 102CHARLOTTESVILLE, VA 22902
United States
Phone: 434-977-7010