CRD: 162411
Morris & Wells Wealth Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-29-2012
- Office Locations
- 1
Office Locations
About Morris & Wells Wealth Management
Morris & Wells Wealth Management is a fee-only, fiduciary advisory firm providing goals-based financial planning and low-cost investment management. They build asset-allocation, primarily ETF-based portfolios with a focus on managing volatility and tax efficiency, coordinating with clients’ accounting and estate-planning professionals as needed. Services include cash-flow planning and bill pay, 529 planning via Charles Schwab, and 401(k) plan support—including making the M&W portfolio available on many plans or managing held-away 401(k)s via partners. Echo Trade helps extend advisor access to smaller-dollar investors.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ELIZABETH PAYNE MORRIS
Chief Compliance Officer, Financial Advisor
- CRD
- --
- Ownership
- 50% but less than 75%
JOHN MICHAEL WELLS
Analyst
- CRD
- --
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $984,203,738 | $3,325,013 |
| Non-Discretionary | $3,722,472 | $1,861,236 |
| Total | $987,926,210 | $3,315,189 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2020
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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