Allen Wealth Management, LLC
Allen Wealth Management, LLC is an SEC-registered investment adviser headquartered in Boone, North Carolina. Founded in 2005, the firm provides financial planning, portfolio management, and advisory services primarily to individual investors including both high net worth and non-high net worth clients, as well as charitable organizations. With approximately 7 employees, Allen Wealth Management serves over 2,400 accounts and manages close to $554 million in assets as of mid-2025.
Investment Strategy
Allen Wealth Management offers both discretionary and non-discretionary portfolio management, focusing on client-tailored strategies that may include equities, corporate and municipal bonds, mutual funds, ETFs, REITs, insurance products, structured notes, and alternative investments such as real estate and oil & gas partnerships. They provide ongoing account monitoring on at least a quarterly basis, working to align investments with each client's financial goals and risk tolerance. The firm also provides financial planning services, selection of third-party managers, and portfolio management within wrap fee programs, emphasizing diversified, long-term investing with adaptability to client preferences.
Top Holdings
Equity Positions (57)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTV | VANGUARD INDEX FDS | 19.99% | $29.5M | 158,085 | $153.24 | $186.49 | +$2.0M |
F FNDX | SCHWAB STRATEGIC TR | 17.30% | $25.5M | 970,575 | $23.95 | $26.30 | +$2.1M |
A AMLP | ALPS ETF TR | 10.48% | $15.5M | 329,521 | $43.05 | $46.93 | -$234.9K |
V VDE | VANGUARD WORLD FD | 8.18% | $12.1M | 95,874 | $118.80 | $125.86 | +$923.1K |
C CVX | CHEVRON CORP NEW | 2.80% | $4.1M | 26,635 | $149.27 | $155.29 | +$181.2K |