M
CRD: 338474
Morris Wealth Management
Anderson, CA, 96007
5303651234
$66.2M Total AUM
$66.2M Disc. AUM
-- 3Y CAGR
2 Employees
148 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-26-2025
- Office Locations
- 1
Office Locations
2807 Childress Drive Anderson CA
About Morris Wealth Management
Morris Wealth Management is a Anderson-based RIA. The firm has been operating for 0 years. Managing $66.2M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$33.1M AVG AUM / ADVISOR
$447.1K AVG AUM / CLIENT
0.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Zenith Prime atlas
Client Personas
North unison
Investment Themes
Delta Frontier north
Investment Vehicles
Bridge radial
Services
Peak Vector unison Fusion Capital catalyst Vital Zenith element Beacon
Owner & Executives
R
Robert Nichol
Co-Owner
- CRD
- --
- Ownership
- 10% but less than 25%
(726) 478-9731
legacy.prime@meridiancapital.com
in linkedin.com/in/pioneer-radial
J
Jenna Lea Nichol-Fitzgerald
Chief Compliance Officer
- CRD
- #7961791
- Ownership
- Less than 5%
(278) 317-5097
element.vector@vectorcapital.com
in linkedin.com/in/element-atlas
Showing 2 of 2 owners & executives
Unlock allContacts
GLENN ROGER MORRIS
--
- CRD
- #2304786
(482) 895-8271
oak.summit@alphacapital.com
in linkedin.com/in/alpha-unison
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,171,391 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,171,391 | -- |
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Separately Managed Accounts
Total SMA Asset: $66,171,391
Public Funds:
26.4% Corporate - Investment Grade:
15.0% Cash:
27.4% Equity - Exchange:
31.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,278,593,934 | 26.4% |
| Corporate - Investment Grade | $726,473,826 | 15.0% |
| Cash | $1,327,025,523 | 27.4% |
| Equity - Exchange | $1,511,065,559 | 31.2% |
| Total | $4,843,158,842 | 100.0% |