Morris & Wells Wealth Management
- Regulatory AUM
- $988M
- Discretionary
- $984M
- Clients
- 298
- Avg AUM / client
- $3.3M
- Accounts
- 298
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 16, 2026
Investments (13F portfolio — 43 positions, $632,657)
13F period Dec 31, 2020| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Qualcomm Inc | COM | $42,081 | 276,230 | 6.65% | 0.0% |
| 2 | Palo Alto Networks | COM | $40,134 | 112,929 | 6.34% | 0.0% |
| 3 | Dell Technologies Inc Cl C | COM | $35,205 | 480,351 | 5.56% | 0.0% |
| 4 | Dupont De Nemours Inc | COM | $34,919 | 491,053 | 5.52% | 0.0% |
| 5 | Ww Grainger Inc | COM | $33,495 | 82,027 | 5.29% | 0.0% |
| 6 | Stitch Fix Inc | COM | $33,219 | 565,724 | 5.25% | 0.0% |
| 7 | Alphabet Inc Cap Stk Cl C | COM | $32,035 | 18,286 | 5.06% | 0.0% |
| 8 | Check Point Software Tech Ltd | COM | $29,957 | 225,392 | 4.74% | 0.0% |
| 9 | Phillips 66 | COM | $29,895 | 427,441 | 4.73% | 0.0% |
| 10 | Ford Motor Co | COM | $29,465 | 3,352,117 | 4.66% | 0.0% |
| 11 | Amazon Com Inc | COM | $29,364 | 9,016 | 4.64% | 0.0% |
| 12 | J P Morgan Chase & Co | COM | $29,125 | 229,203 | 4.6% | 0.0% |
| 13 | Sysco Corporation | COM | $27,492 | 370,214 | 4.35% | 0.0% |
| 14 | Newell Rubbermaid | COM | $27,429 | 1,291,982 | 4.34% | 0.0% |
| 15 | Delta Air Lines Inc New | COM | $25,888 | 643,813 | 4.09% | 0.0% |
| 16 | Facebook Inc Class A | COM | $25,831 | 94,562 | 4.08% | 0.0% |
| 17 | Southwest Airlines | COM | $24,213 | 519,486 | 3.83% | 0.0% |
| 18 | Tjx Companies Inc | COM | $23,850 | 349,248 | 3.77% | 0.0% |
| 19 | D R Horton Co | COM | $22,634 | 328,405 | 3.58% | 0.0% |
| 20 | Lyondellbasell Industries N V | COM | $20,115 | 219,456 | 3.18% | 0.0% |
| 21 | Royal Caribbean Cruises Limite | COM | $15,820 | 211,814 | 2.5% | 0.0% |
| 22 | Simon Ppty Group Reit | COM | $10,417 | 122,156 | 1.65% | 0.0% |
| 23 | Ishares Tr S&P 500 Grwt Etf | COM | $2,380 | 37,289 | 0.38% | 0.0% |
| 24 | 1/100 Berkshire Htwy Cla 100 S | COM | $1,391 | 400 | 0.22% | 0.0% |
| 25 | S&P Global Inc | COM | $1,212 | 3,687 | 0.19% | 0.0% |
Top 25 of 43 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 275 | $937M | 94.9% |
| Pension and profit sharing plans | 2 | $14.2M | 1.44% |
| Charitable organizations | 3 | $12.9M | 1.3% |
| Corporations and other businesses | 14 | $16.7M | 1.7% |
| Other | 4 | $6.8M | 0.69% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Atlantic Anesthesia, Inc. 401(k) Plan Atlantic Anesthesia, Inc. | 2024 | |
| Atlantic Anesthesia, Inc. Profit Sharing Plan Atlantic Anesthesia, Inc. | 2024 | |
| St. Marys Hospital Of St. Marys County Pension Plan And Trust St. Marys Hospital Of St. Marys County, Inc. | 2024 | |
| Retirement Plan For Houff Transfer, Inc. Houff Transfer, Inc. | 2024 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Darrell, John, Stewart | Member | Feb 2012 (15y) | 25% – 50% | |
| King, Charles, Guy | Portfolio Manager | Mar 2012 (14y) | 25% – 50% | |
| Morris, Elizabeth, Payne | Managing Director, Cco | Jan 2014 (13y) | 25% – 50% | |
| Wells, John, Michael | Member | Dec 2017 (9y) | 25% – 50% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Atlantic Anesthesia, Inc. 401(k) Plan | Atlantic Anesthesia, Inc. | 125 | $51.9M | 01/01/2024 |
| Atlantic Anesthesia, Inc. Profit Sharing Plan | Atlantic Anesthesia, Inc. | 102 | $50.0M | 01/01/2024 |
| St. Marys Hospital Of St. Marys County Pension Plan And Trust | St. Marys Hospital Of St. Marys County, Inc. | 206 | $42.8M | 01/01/2024 |
| Retirement Plan For Houff Transfer, Inc. | Houff Transfer, Inc. | 99 | $18.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 919 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $610M (62% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗