# Morris & Wells Wealth Management

Morris & Wells Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 162411
- **SEC file number:** 801-74976
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/162411

## About

MORRIS & WELLS WEALTH MANAGEMENT is an SEC-registered investment adviser in CHARLOTTESVILLE, VA, registered since 2012. The firm manages $988 million in assets, $984 million on a discretionary basis. It has 2 employees and 2 investment advisers.

## Questions

### Who runs investment decisions at Morris & Wells Wealth Management?

No named investment professionals or principals are publicly listed for Morris & Wells Wealth Management. The firm has not disclosed the identities of its CIO, CEO, or any managing directors through a website, regulatory filing, or media coverage (public record).

### How does Morris & Wells Wealth Management source proprietary deal flow?

There is no public information about the firm's deal sourcing process. Without disclosed investment activity, partnerships, or portfolio companies, its approach to proprietary opportunities cannot be determined (public record).

### What investment stages does Morris & Wells Wealth Management typically target?

No stage preferences — such as venture, growth, buyout, or public equity — have been published by the firm. Without a defined strategy or any public investment records, its stage focus is unknown (public record).

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Last updated: 2026-07-06T01:24:21.606Z

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