Morris Financial Concepts

What changed

Founder of Morris Financial Concepts ($544M AUM), acquired by Apella Wealth, joined by son and staff of 10.

Reported / discovered

Sep 18, 2026

Effective

Not reported

New role

Founder

Previous role

Not reported

Market

Mount Pleasant, SC

Reported book

$544M

Reported team size

12 people

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.