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| MOR Wealth Management LLC
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|
|---|---|
| CRD # | 333022 |
| SEC # | 801-133014 |
| CIK # | 0002092389 |
| AUM | $395.6 M (2026-03-18) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 267-930-8300 |
| Address | 100 E Penn Square Philadelphia, PA 19107 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.7 | ||
| Accenture PLC | 5.9 | ||
| Texas Pacific Land Corp | 5.5 | ||
| Nvidia Corp | 4.8 | ||
| Alphabet Inc | 2.8 | ||
| Nantkwest Inc | 2.2 | ||
| Microsoft Corp | 2.0 | ||
| Procter & Gamble Co | 1.9 | ||
| Amazon Com Inc | 1.9 | ||
| Lilly Eli & Co | 1.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 30.0 |
| (b) Individuals (high net worth individuals) | 86 | 359.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 3.9 |
| (n) Other | 0 | 0.0 |
| Total | 813 | 395.6 |
| By Discretionary | ||
| Discretionary | 813 | 395.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 813 | 395.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 395.6 | |
| Total | 813 | 395.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002092389] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Raleigh Capital Management Inc
✚
|
NC | 0.4 |
|
Webb Advisors Incorporated
✚
|
MN | 0.4 |
|
Beacon Financial Planning Inc
✚
|
MA | 0.4 |
|
Howard Wealth Management LLC
✚
|
0.4 | |
|
Fortune Wealth Management LLC
✚
|
TX | 0.4 |
|
West Ridge Advisors LLC
✚
|
NV | 0.4 |
|
ECIO Inc
✚
|
WI | 0.4 |
|
Clarion Wealth Management Partners LLC
✚
|
VA | 0.4 |
|
Abich Financial Wealth Management LLC
✚
|
VA | 0.4 |
|
Familywealth Advisers LLC
✚
|
FL | 0.4 |