Allen Wealth Management, LLC
Allen Wealth Management, LLC is an SEC-registered mass-market adviser in Boone, NC with $664.3M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Allen Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 133038, SEC 801-64431, data through 2026-01-29.
- AUM (assets under management / regulatory AUM)
- $664.3M (2026-01-29)
- Firm type
- Mass-Market Adviser
- Location
- Boone, NC
- Employees
- 7
- Clients
- 1,108
- CRD
- 133038
- Ownership
- ALLEN, JONATHAN, CHESLEY; ALLEN, JUDD, FOSTA; HILL, JOSEPH, BYRON
How much AUM does Allen Wealth Management, LLC have?
Allen Wealth Management, LLC reported $664.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-29).
Who owns Allen Wealth Management, LLC?
Disclosed owners and executives of Allen Wealth Management, LLC include ALLEN, JONATHAN, CHESLEY, ALLEN, JUDD, FOSTA, HILL, JOSEPH, BYRON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.