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- Custodian
- Ascensus · Fidelity/NFS · SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-09-2011
- Office Locations
- 1
Office Locations
About Norris Wealth Management, LLC
Norris Wealth Management, LLC is a Phoenix-based RIA focused on retirement preparedness. The firm specializes in profit-sharing 401(k) plans for small to mid-sized employers and provides financial planning for individuals and families. Portfolios emphasize diversified public funds with ETFs, mutual funds and fixed income allocations. Led by founder Alan L. Norris, CFP®, AIF®, and supports plans/clients through platforms including Fidelity/NFS.
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Investment Themes
Investment Vehicles
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Owner & Executives
ALAN LEE NORRIS
Chief Compliance Officer, Founder
- CRD
- #1786901
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $19,030,402 | -- |
| Total | $19,030,402 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,030,402
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,336,130,507 | 28.6% |
| Corporate - Investment Grade | $1,224,007,667 | 26.2% |
| U.S. Government/Agency | $555,942,414 | 11.9% |
| Equity - Exchange | $691,424,179 | 14.8% |
| Cash | $864,280,223 | 18.5% |
| Total | $4,671,784,990 | 100.0% |