Morris & Wells Wealth Management

$987.9MAssets under management
as of Mar 2026 · SEC Form ADV
Charlottesville, VA
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No one at Morris & Wells Wealth Management has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $610M held · filed Jul 2024