MORRIS WEALTH MANAGEMENT

MORRIS WEALTH MANAGEMENT of ANDERSON, CA is an SEC-registered investment adviser (CRD 338474). Regulatory assets under management: $66.2M.

Registration

• CRD: 338474
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338474 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search