ALLEN WEALTH MANAGEMENT, LLC

BOONE, North Carolina·2 registered advisors·CRD# 133038
SEC# 801-644310828-268-9693
01

Firm Overview

AUM
$478M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ALLEN WEALTH MANAGEMENT, LLC

2 registered advisors
Jonathan Chesley Allen
BOONE, North Carolina
Judd Fosta Allen
BOONE, North Carolina
05

Office Locations

BOONE, North Carolina
2 advisors

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Data sourced from SEC Form ADV filings. ALLEN WEALTH MANAGEMENT, LLC (CRD# 133038) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.