Morris & Wells Wealth Management
SEC RegisteredA full-service, independent financial planning and investment management firm.
About the firm
Morris & Wells Wealth Management, LLC (M&W) partners with clients of varied backgrounds in long-term fiduciary relationships. The firm offers planning and guidance throughout all stages of clients' financial lives, with a foundation of integrity, warmth, and transparent communication. With 50 years of investment advisory experience, the firm protects and grows clients' financial futures.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and investment management services including goal setting, fee-only fiduciary investment management, portfolio construction, cash flow planning, coordination with accounting and estate planning professionals, financial planning for future generations, 529 plans, and 401k plan management.
Who they serve
Individuals and families of varied backgrounds seeking long-term fiduciary relationships, including those planning for retirement, estate planning, future generations, and business owners with 401k plan influence.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 275 | $937M |
| Charitable Organizations | 2 | $14M |
| State/Municipal Entities | 3 | — |
245 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $5,000,000 | 1.00% |
| Above $5,000,000 | 0.50% |
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Morris & Wells Wealth Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched