# Morris Wealth Management

Morris Wealth Management is a RIA based in Anderson.

## Overview

- **Organization type:** RIA
- **Headquarters:** Anderson
- **Assets under management:** Undisclosed
- **Website:** morriswealth.com
- **LinkedIn:** https://www.linkedin.com/company/morris-wealth-management

## Regulatory record

- **CRD number:** 338474
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338474

## About

MORRIS WEALTH MANAGEMENT is a state-registered investment adviser in ANDERSON, CA. The firm manages approximately $66 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Questions

### Does Morris Wealth Management participate in fund commitments alongside direct deals?

The office's primary allocations are direct investments, but it has historically used fund commitments as a complementary tool for exposure to geographies or sectors where direct sourcing is less efficient. The weighting tilts heavily toward direct and co-investment activity, distinguishing it from family offices that are predominantly fund-of-funds allocators.

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Last updated: 2026-08-11T15:07:26.757Z

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