Apella Wealth – Charleston, SC (formerly Morris Financial Concepts, Inc.)

EST. AUM
$538,412,506

CONTACTS

CLIENT ACCOUNTS
938

Firm Details

Metro area Charleston, SC
CRD Number
Website apellawealth.com
Client types

Overview

On September 11, 2026, Apella Wealth acquired Morris Financial Concepts, Inc., adding approximately $544M in AUM. The acquired firm now operates as Apella Wealth’s Charleston, SC office.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Apella Wealth – Charleston, SC (formerly Morris Financial Concepts, Inc.)

Platform Details

Investment Preferences

Alternative Activity

Address

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