Investment adviser · CRD 165662

MORRIS WEALTH MANAGEMENT

Investment adviser filing (IA)

GLENN MORRIS, INC

ANDERSON, CA, United States · Form ADV filed Sep 20, 2013

Regulatory AUM
$34.2M
Form ADV · Item 5.F
Client accounts
242
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 20, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2807 CHILDRESS DR
ANDERSON, CA, 96007, United States

CRD 165662

Filing source

Form ADV 757620 · Sep 20, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.