# Allen Wealth Advisors

> Allen Wealth Advisors is a state-registered investment advisory firm in Colleyville, TX, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated November 4, 2025.

- CRD: 310105
- Filed as: ALLEN WEALTH ADVISORS
- Legal name: Allen Wealth Advisors, LLC
- Registration: State-registered investment adviser (status as filed: TERMREQUEST)
- Location: Colleyville, TX
- Filing period: October 2026
- Form ADV filing dated: November 4, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310105
- AdvisorCensus page: https://advisorcensus.com/firm/allen-wealth-advisors-colleyville-tx-310105

## Quick answers

**How is Allen Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Allen Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Allen Wealth Advisors located?**
Allen Wealth Advisors' principal office is in Colleyville, TX, according to its Form ADV.

**Is Allen Wealth Advisors registered with the SEC or a state?**
Allen Wealth Advisors is a state-registered investment advisory firm. Status as filed: TERMREQUEST. CRD 310105.

**How much does Allen Wealth Advisors manage?**
Allen Wealth Advisors reports $37,300,489 in regulatory assets under management in its Form ADV filing dated November 4, 2025 (100% discretionary).

**What types of clients does Allen Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18); high net worth individuals (13).

**Does Allen Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/310105

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $37,300,489
- Discretionary: $37,300,489
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $4,904,573 |
| High net worth individuals | 13 | $32,395,916 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: Not reported
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- allenwealthadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Allen Wealth Advisors (CRD 310105): Form ADV filing data as of October 2026.