Morris Wealth Management

Morris Wealth Management (CRD# 165662) is a financial advisory firm headquartered in Anderson, CA. They manage $67,278,000 in 236 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2807 Childress Dr, Anderson, CA 96007
http://www.morriswealth.net
By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    236
    ACCOUNTS
  • Average Account Value
    $285,076
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA

Financial Advisors at Morris Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Glenn Morris, financial advisor Anderson CA
Glenn R. Morris
CRD#: 2304786
2807 Childress Dr, Anderson, CA 96007

Glenn Morris (CRD# 2304786) is an Investment Advisor Representative working at Morris Wealth Management in Anderson, CA and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals