# Allen Wealth Management

Allen Wealth Management is a Bank / Wealth / Trust based in Boone, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Boone, United States
- **Region:** North America
- **Address:** Boone, NC, United States
- **Founded:** 2006
- **Assets under management:** $80M–$90M (Altss estimate)
- **Website:** allenwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/9378939

## Regulatory record

- **CRD number:** 133038
- **SEC file number:** 801-64431
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/133038

## About

Allen Wealth Management is an SEC-registered investment adviser in Boone, NC, registered since 2005. The firm manages $664 million in assets, $523 million on a discretionary basis. It has 7 employees and 4 investment advisers.

## Sectors

- Wealth Management

## Questions

### How does Allen Wealth Management construct client portfolios?

The firm uses an individual-securities and ETF-based approach tailored to each client's retirement timeline and income needs. Portfolios are managed on a discretionary basis within standard custodial frameworks, without the proprietary-fund mandates common at bank-affiliated wealth divisions. There is no indication the firm ventures into alternatives or private investments.

### Is Allen Wealth Management affiliated with a bank or wirehouse?

No. The firm operates as an independent registered investment advisor, not a bank-owned wealth division or national wirehouse affiliate. That independence means the firm can select investments and build portfolios without pressure to distribute proprietary products, a structural feature that distinguishes it from many similarly-sized practices tied to larger financial institutions.

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Last updated: 2026-06-03T20:00:00.000Z

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