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MORRIS WEALTH MANAGEMENT
GLENN MORRIS, INC.
CRD 338474
2807 CHILDRESS DRIVE, ANDERSON, CA, 96007, United States
Phone
530-365-1234
Fax
530-365-1211
Registration
— (—)
Source
State registered
Total AUM
$66.2M
Discretionary AUM
$66.2M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-04
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $24.1M |
| High net worth individuals | 25 | $38.5M |
| Pension/profit sharing plans | 1 | $3.0M |
| Corporations/business entities | 2 | $656K |
Official SEC filing: View on IAPD