|
⚲
|
| Morton Brown Family Wealth LLC
✚
|
|
|---|---|
| CRD # | 292278 |
| SEC # | 801-112510 |
| CIK # | 0001909851 |
| AUM | $483.5 M (2026-05-12) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 610-709-5072 |
| Address | 600 W Hamilton Street Allentown, PA 18101 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.2 | ||
| Microsoft Corp | 1.6 | ||
| Broadcom Inc | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 147 | 61.5 |
| (b) Individuals (high net worth individuals) | 125 | 416.8 |
| (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 | 0.0 |
| (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 | 0 | 5.1 |
| (n) Other | 0 | 0.0 |
| Total | 275 | 483.5 |
| By Discretionary | ||
| Discretionary | 275 | 483.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 275 | 483.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 483.5 | |
| Total | 275 | 483.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001909851] |
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|---|---|---|
|
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✚
|
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|
HRC Wealth Management LLC
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Johnson & White Wealth Management LLC
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|
Legacy Financial Independent Advisors LLC
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|
Paradiem LLC
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|
LA | 0.5 |
|
Global Kandor Advisors LLC
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|
FL | 0.5 |
|
Buttonwood Financial Advisors Inc
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|
MD | 0.5 |
|
Cross Financial Advisors LLC
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|
OR | 0.5 |