RIA Intel›Advisers›California›MORHAUSER, CHERYL ANN

MORHAUSER, CHERYL ANN

Advisory

CA

Data as of Mar 20, 2026 · Source: SEC Form ADV

Rank in CA
#4,211
of 5,480 advisers by AUM
Average account
$955K
across 23 accounts
AUM per adviser
$22M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM
$22M
Discretionary %
0%
Clients
23
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$22M
Discretionary AUM$0
Non-Discretionary AUM$22M
Discretionary %0%
Total Clients23
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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0.0% 1Y
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$22M
BRIGHT WEALTH ADVISORS, LLC
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