Allen Wealth Management, Llc
- Regulatory AUM
- $664M
- Discretionary
- $523M
- Clients
- 1,108
- Avg AUM / client
- $600K
- Accounts
- 2,725
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Jan 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 900 | $214M | 32.2% |
| High net worth individuals | 199 | $445M | 67.1% |
| Charitable organizations | 9 | $4.9M | 0.73% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jonathan Chesley Allen | Member/Chief Compliance Officer | CFP | Sep 2004 (22y) | 75% or more |
| Eric Scott Franklin | Registered representative | Mar 2015 (11y) | ||
| Bradley Mc Donald Greer | Registered representative | CFP | Nov 2021 (5y) | |
| Rylee Greer Critcher | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/29/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Raymond James $664M (100% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 29, 2026.
View current Form ADV (SEC/IAPD) ↗