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Morris Wealth ManagementFinancial advisor in Carlsbad, CA

Morris Wealth Management is a financial advisor at 701 Palomar Airport Rd #300, Carlsbad, CA 92011, ranked #30 of 87 wealth managers in Carlsbad and rated 4.2 from 5 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Carlsbad, CAUpdated 0 paid placements in any rankingHow we rank

Call (760) 931-4882Website ↗

Key facts

Key facts about Morris Wealth Management
Address701 Palomar Airport Rd #300, Carlsbad, CA 92011Get directions
Phone(760) 931-4882
Websitemorris-wealth.com
HoursMonday to Friday: 9 AM – 3:30 PM
Google rating4.2 from 5 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Carlsbad and 11 towns within 25 miles: Oceanside, Encinitas, Vista, Camp Pendleton South, San Marcos, Solana Beach, Escondido, Rancho Penasquitos, Mira Mesa, Fallbrook and La Jolla.

Based in Carlsbad, CAView on map

Opening hours

Opening hours for Morris Wealth Management
DayHours
Monday9 AM – 3:30 PM
Tuesday9 AM – 3:30 PM
Wednesday9 AM – 3:30 PM
Thursday9 AM – 3:30 PM
Friday9 AM – 3:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Morris Wealth Management

How is Morris Wealth Management ranked in Carlsbad?

Morris Wealth Management is ranked #30 of 87 wealth managers in Carlsbad by RFA Score, with 64 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Morris Wealth Management’s hours?

Morris Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 3:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Morris Wealth Management serve?

Serves Carlsbad and 11 towns within 25 miles: Oceanside, Encinitas, Vista, Camp Pendleton South, San Marcos, Solana Beach, Escondido, Rancho Penasquitos, Mira Mesa, Fallbrook and La Jolla. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Morris Wealth Management?

Morris Wealth Management has a rating of 4.2 from 5 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Morris Wealth Management?

Call Morris Wealth Management on (760) 931-4882. The business is at 701 Palomar Airport Rd #300, Carlsbad, CA 92011. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Morris Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Morris Wealth Management (this business)—644.2 (5)NoNo
Rod Oliva - Private Wealth Advisor, Ameriprise Financial Services, LLC#28644.4 (5)NoNo2.8 mi
CFG Wealth Management#31644.6 (20)NoNo17.1 mi

See all 87 ranked wealth managers in Carlsbad