# MORRIS WEALTH MANAGEMENT

MORRIS WEALTH MANAGEMENT of ANDERSON, CA is an SEC-registered investment adviser.

## Registration

- CRD: 338474
- Type: SEC-registered investment adviser
- Location: 2807 CHILDRESS DRIVE, ANDERSON, CA, 96007
- Phone: 530-365-1234
- Latest filing: 2026-03-04
- Regulatory AUM: $66.2M
- Discretionary AUM: $66.2M
- Clients: 2
- Accounts: 227

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/338474/brochure
- Similar advisers: https://search.stillhousedata.com/firm/338474/similar
- Related entities: https://search.stillhousedata.com/firm/338474/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/338474

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.