ALLEN WEALTH ADVISORS

ALLEN WEALTH ADVISORS of COLLEYVILLE, TX is an SEC-registered investment adviser (CRD 310105). Regulatory assets under management: $37.3M.

Registration

• CRD: 310105
• Type: Registered investment adviser
• Location: 6110 COLLEYVILLE BLVD, COLLEYVILLE, TX, 76034
• Phone: 817-500-0014
• Latest filing: 2025-11-04
• Regulatory AUM: $37.3M
• Discretionary AUM: $37.3M
• Clients: 3
• Accounts: 93

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310105 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search