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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MORRIS & WELLS WEALTH MANAGEMENT

CRD 162411

CHARLOTTESVILLE, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8beb03b3-6786-e114-a646-733bea11cb6a

Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 27, 2012 to Mar 16, 2026
19 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $988MItem 5.F on the latest filing (2026-03-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $984M
Private client RAUM: $937MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 298
Individual clients: 275
Custody, client assets: $24.1M
SEC number: 801-74976
CIK: 1659189
CRD: 162411
Filings on the tape: 19
First filed: Mar 27, 2012
Latest filed: Mar 16, 2026
Organised: Limited Liability Company, VA
Website: morrisandwells.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DARRELL, JOHN, STEWART	Member	C	yes	02/2012	Mar 27, 2012	Jul 22, 2024
WELLS, JOHN, MICHAEL	Member	C	yes	12/2017	Mar 28, 2018	Jul 22, 2024
KING, CHARLES, GUY	PORTFOLIO MANAGER	C	no	03/2012	Mar 27, 2012	Jul 22, 2024
MORRIS, ELIZABETH, PAYNE	MANAGING DIRECTOR, CCO	C	no	01/2014	Mar 27, 2014	Jul 22, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 16, 2026	$988M	$984M	2	2	0	n/a	n/a
2024	Apr 28, 2025	$847M	$847M	3	3	0	n/a	n/a
2023	Mar 15, 2024	$854M	$854M	4	4	0	n/a	n/a
2022	Jan 5, 2023	$694M	$694M	4	4	0	n/a	n/a
2021	Mar 29, 2022	$869M	$869M	4	4	0	n/a	n/a
2020	Mar 31, 2021	$702M	$702M	4	4	0	n/a	n/a
2019	Apr 1, 2020	$635M	$635M	4	4	0	n/a	n/a
2018	Mar 18, 2019	$624M	$624M	4	4	0	n/a	n/a
2017	Mar 28, 2018	$793M	$793M	4	4	0	n/a	n/a
2016	Mar 30, 2017	$672M	$671M	4	3	n/a	n/a	n/a
2015	Mar 9, 2016	$690M	$689M	4	3	n/a	n/a	n/a
2014	Mar 24, 2015	$679M	$678M	4	3	n/a	n/a	n/a
2013	Mar 27, 2014	$620M	$615M	4	3	n/a	n/a	n/a
2012	Mar 26, 2013	$526M	$526M	3	3	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$988M	$847M	16.6%	$694M	12.5%	2	3	0	0

Relationships

Affiliated with (1)

← DARRELL & KING, INVESTMENT COUNSEL, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (2)

← DARRELL, JOHN, STEWARTOwnerMEMBER, ownership code C, individual
Mar 27, 2012 to Jul 22, 2024factForm ADV
← WELLS, JOHN, MICHAELOwnerMEMBER, ownership code C, individual
Mar 28, 2018 to Jul 22, 2024factForm ADV

Owns (2)

← KING, CHARLES, GUYOwnerPORTFOLIO MANAGER, ownership code C, individual
Mar 27, 2012 to Jul 22, 2024factForm ADV
← MORRIS, ELIZABETH, PAYNEOwnerMANAGING DIRECTOR, CCO, ownership code C, individual
Mar 27, 2014 to Jul 22, 2024factForm ADV

Dated events

Occurred
Mar 27, 2012
Succession filed (Item 4)
Darrell & King, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8beb03b3-6786-e114-a646-733bea11cb6a
First observed: Mar 27, 2012
Last observed: Mar 16, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MORRIS & WELLS WEALTH MANAGEMENT

CRD 162411

CHARLOTTESVILLE, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8beb03b3-6786-e114-a646-733bea11cb6a

Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:35 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DARRELL, JOHN, STEWART

Member

yes

02/2012

Mar 27, 2012

Jul 22, 2024

WELLS, JOHN, MICHAEL

Member

yes

12/2017

Mar 28, 2018

Jul 22, 2024

KING, CHARLES, GUY

PORTFOLIO MANAGER

03/2012

Mar 27, 2012

Jul 22, 2024

MORRIS, ELIZABETH, PAYNE

MANAGING DIRECTOR, CCO

01/2014

Mar 27, 2014

Jul 22, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 16, 2026

$988M

$984M

n/a

2024

Apr 28, 2025

$847M

n/a

2023

Mar 15, 2024

$854M

n/a

2022

Jan 5, 2023

$694M

n/a

2021

Mar 29, 2022

$869M

n/a

2020

Mar 31, 2021

$702M

n/a

2019

Apr 1, 2020

$635M

n/a

2018

Mar 18, 2019

$624M

n/a

2017

Mar 28, 2018

$793M

n/a

2016

Mar 30, 2017

$672M

$671M

n/a

2015

Mar 9, 2016

$690M

$689M

n/a

2014

Mar 24, 2015

$679M

$678M

n/a

2013

Mar 27, 2014

$620M

$615M

n/a

2012

Mar 26, 2013

$526M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$988M

$847M

16.6%

$694M

12.5%