Data / Investment advisers / Virginia / Morris & Wells Wealth Management
Morris & Wells Wealth Management, Charlottesville, VA: $988 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Morris & Wells Wealth Management is an SEC registered investment adviser with its main office in Charlottesville, Virginia and reports $988 million in regulatory assets under management in its Form ADV filed March 16, 2026. Its clients include individuals, corporations and other businesses and pension and profit sharing plans. It is paid through a percentage of assets under management.
The request: Watch Morris & Wells Wealth Management (CRD number 162411): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 162411
- SEC file number
- 801-74976
- SEC status
- Approved, effective February 29, 2012
- Main office
- 230 Court Square, Ste 102, Charlottesville, VA 22902
- Phone
- (434) 977-7010
- Website
- morrisandwells.com
- Regulatory AUM
- $987,926,210 in the Form ADV filed March 16, 2026
- Discretionary AUM
- $984,203,738
- Non discretionary AUM
- $3,722,472
- Accounts
- 298
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 275 | $937.3 million |
| Corporations or other businesses | 14 | $16.7 million |
| Pension and profit sharing plans | 2 | $14.2 million |
| Charitable organizations | 3 | $12.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $987.9 million | March 16, 2026 |
| December 1, 2025 | $847 million | June 23, 2025 |
Other advisers in Charlottesville
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Foxhaven Asset Management, LP | Charlottesville | $6.50 billion | 3 | adviserinfo.sec.gov |
| Quad-C Management, Inc. | Charlottesville | $3.55 billion | 2 | adviserinfo.sec.gov |
| Quinn Opportunity Partners | Charlottesville | $2.61 billion | 3 | adviserinfo.sec.gov |
| Quantitative Investment Management, LLC | Charlottesville | $1.67 billion | 2 | adviserinfo.sec.gov |
| Bluestem Asset Management, LLC | Charlottesville | $1.29 billion | 1 | adviserinfo.sec.gov |
| A. N. Culbertson & Company, Inc. | Charlottesville | $817.8 million | Not listed | adviserinfo.sec.gov |
| Iron Path Capital, L.P. | Charlottesville | $698.5 million | 10 | adviserinfo.sec.gov |
| Marotta Wealth Management, Inc. | Charlottesville | $686 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Charlottesville, VA
- Investment advisers in Virginia
- Advisers with $500 million to $1 billion in AUM
- Advisers serving individuals
- Advisers serving corporations and other businesses
- Morris & Wells Wealth Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.