MORRIS WEALTH MANAGEMENT

Overview

Morris Wealth Management is a small, corporate registered advisory firm that focuses on portfolio management for individuals and small businesses and provides pension consulting services. The firm charges fees as a percentage of assets under management and operates principally as a discretionary manager: its entire reported AUM is discretionary. Investment activity centers on using pooled public vehicles—primarily mutual funds—as the core building blocks of client portfolios, while selectively allocating to third‑party real estate managers for alternative exposure. The firm does not present itself as an active ESG investor. Client relationships cover individual and family clients as well as some institutional or pension-related engagements. Custody and trade execution are consolidated with Charles Schwab & Co., Inc., which holds the firm’s reported assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices