ALLEN WEALTH ADVISORS

Overview

Allen Wealth Advisors is an independent, owner-operated registered investment adviser organized as an LLC that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm runs a fee structure that includes percentage-of-AUM billing alongside hourly and fixed-fee engagements, allowing it to tailor service models to different client needs. Investment activity centers on public funds and mutual funds as the primary vehicle for client portfolios; the firm is not identified as an active ESG investor, a multi-state adviser, or a capital allocator to external alternative managers. The firm's model appears to be client-service and planning-driven: it combines ongoing discretionary portfolio oversight with standalone planning work for clients who prefer hourly or fixed-fee arrangements. Given the concentration in pooled public funds, Allen Wealth Advisors looks to deliver diversified core exposures through mutual funds rather than via direct-stock concentrated strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices