SourcingSourcing

MORRIS & WELLS WEALTH MANAGEMENT

B54
CRD 162411·SEC 801-74976·CHARLOTTESVILLE, VA
AUM
$987.9M
$500M-$1B
Est. Revenue
$9.9M
@ 1% on AUM
Est. EBITDA
$3.0M
@ 30% margin
Est. Deal Value
$23.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MORRIS & WELLS WEALTH MANAGEMENT
CRD
162411
SEC file #
801-74976
EIN
—
DBA names
—

Economics

AUM
$987.9M
AUM band
$500M-$1B
AUM trajectory
'20'26
$624.5M → $987.9M▲ +58%
Client mix
Individuals Other275
Corporations14
Other4
Charitable Organizations3
Pension Profit Sharing Plans2

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
4 advisors → 2 advisors▼ -50%
Primary office
CHARLOTTESVILLE VA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
morrisandwells.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MORRIS, ELIZABETH, PAYNE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MORRIS, ELIZABETH, PAYNE
WELLS, JOHN, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MORRISANDWELLS.COM
Rdap Domain Creation Date
2022-02-10T21:20:25Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
4
Form 5500 Total Compensation
428,415
Form 5500 Compensation Trajectory 3y
2025428,415
Form 5500 Plan Count Trajectory 3y
20254
Schedule C Total Compensation
428,415
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-02-10T21:20:25Z
Rdap Domain Last Changed
2026-02-11T16:19:10Z
Rdap Nameservers
Ns77.domaincontrol.comNs78.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6315153
Trust Company Affiliate
No

People (2)

2
MORRIS, ELIZABETH, PAYNE
Direct Owner · 62.5%
6315153
WELLS, JOHN, MICHAEL
Direct Owner · 62.5%
6932412