NORRIS WEALTH MANAGEMENT, LLC

NORRIS WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 157800). Regulatory assets under management: $19.0M.

Registration

• CRD: 157800
• Type: Registered investment adviser
• Phone: 602-404-2449
• Latest filing: 2023-07-07
• Regulatory AUM: $19.0M
• Non-discretionary AUM: $19.0M
• Clients: 1
• Accounts: 34

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 157800 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search