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MORRIS & WELLS WEALTH MANAGEMENT

CHARLOTTESVILLE, VA · CRD 162411 · IAPD ↗ · morrisandwells.com · 434-977-7010

$987.9MRegulatory AUM
2Advisory reps
2Employees
245Clients
101-250Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — MORRIS & WELLS WEALTH MANAGEMENT notice-filed in CA, KY, MD, NC, NY, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — MORRIS & WELLS WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
61
April 2025 — MORRIS & WELLS WEALTH MANAGEMENT reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
April 2024 — MORRIS & WELLS WEALTH MANAGEMENT reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.