# Morris Wealth Management

> Morris Wealth Management is a state-registered investment advisory firm in Anderson, CA, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 338474
- Filed as: MORRIS WEALTH MANAGEMENT
- Legal name: Glenn Morris, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Anderson, CA
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338474
- AdvisorCensus page: https://advisorcensus.com/firm/morris-wealth-management-anderson-ca-338474

## Quick answers

**How is Morris Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Morris Wealth Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Morris Wealth Management located?**
Morris Wealth Management's principal office is in Anderson, CA, according to its Form ADV.

**Is Morris Wealth Management registered with the SEC or a state?**
Morris Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338474.

**How much does Morris Wealth Management manage?**
Morris Wealth Management reports $66,171,391 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary).

**What types of clients does Morris Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (120); high net worth individuals (25); corporations or other businesses not listed above (2).

**Does Morris Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338474

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $66,171,391
- Discretionary: $66,171,391
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 120 | $24,065,645 |
| High net worth individuals | 25 | $38,488,264 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $2,961,582 |
| Corporations or other businesses not listed above | 2 | $655,900 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Morris Wealth Management (CRD 338474): Form ADV filing data as of October 2026.