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Morrison Wealth Management

Finance · San Diego, California

FinancialFinance
San Diego, California, United States23 employees$7.9M revenue
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Products & Services

FinancialFinanceFinancial Services

About Morrison Wealth Management

Morrison Wealth Management is a company employing 21-50 people, reporting $5M-$10M in annual revenue, classified under Portfolio Management and Investment Advice, based in San Diego, California, United States and operating in Financial Services.

Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Morrison Wealth Management is one of 455,764 Financial companies listed in California.

Business Contact Information

Phone
+1 (619) 5674640
Fax
+XXX (619) 4620862
Address
7290 Navajo Rd, San Diego, California, 92119, United States

Industry & Classification

Industry
Financial
Sector
Finance
Segment
Financial Services
IndustryFinancialFinanceFinancial Services

NAICS Codes

  • 52Finance and Insurance
  • 5239Other Financial Investment Activities
  • 523940Portfolio Management and Investment Advice

SIC Codes

  • 62Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 628Services Allied With The Exchange Of Securities
  • 6282Investment Advice

Company Details

Employees
23 (21-50)
Annual Revenue
$7.9M ($5M-$10M)

Morrison Wealth Management: frequently asked questions

What does Morrison Wealth Management do?

Morrison Wealth Management is a company employing 21-50 people, reporting $5M-$10M in annual revenue, classified under Portfolio Management and Investment Advice, based in San Diego, California, United States and operating in Financial Services.

Where is Morrison Wealth Management located?

Morrison Wealth Management is headquartered at 7290 Navajo Rd, San Diego, California, 92119, United States.

How many employees does Morrison Wealth Management have?

Morrison Wealth Management has about 23 employees (the 21-50 range).

What is Morrison Wealth Management's annual revenue?

Morrison Wealth Management's annual revenue is estimated at $7.9M (the $5M-$10M range).

What industry is Morrison Wealth Management in?

Morrison Wealth Management is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).

How can I contact Morrison Wealth Management?

Its website is morrisonwealthmanagement.net and its phone number is +1 (619) 5674640.

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Manufacturing sales in California, 2026

In California, Factur's 2026 study counted 98 manufacturing quotes worth $14.7M and 18 purchase orders over 12 months: 18% of quotes became orders, against 21% nationally. See the California data.

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