Morris Wealth Management

% of assets managed in Anderson, CA

State registeredNo commissions reported

Call (530) 365-1234 Send a message Map ↗

Public-record details

Address: 2807 Childress Drive, Anderson, CA 96007
Phone: (530) 365-1234
Listed under: % of assets managed, Retirement plan consulting
Legal name: Glenn Morris, INC.
CRD number: 338474
Registration: State registered: CA
Compensation (Form ADV 5.E): Percentage of assets under management
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Portfolio management for individuals/small businesses; Pension consulting
Regulatory assets under management: $66.2 million
Accounts managed: 227
Clients reported (Form ADV 5.D): 148
Individual / high-net-worth clients: 120 / 25
Employees: 2
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-04

State registered (CA) investment adviser, CRD 338474, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 338474 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.