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Morton Wealth Advisors
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CRD # | 142912 |
SEC # | 801-112638 |
CIK # | |
AUM | $184.6 MM (2023-03-30) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 781-263-1600 |
Address | 5 Militia Drive Lexington, MA 02421 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 71 | 18.5 |
(b) Individuals (high net worth individuals) | 97 | 163.6 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 2.5 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 406 | 184.6 |
By Discretionary | ||
Discretionary | 406 | 184.6 |
Non-Discretionary | 0 | 0.0 |
Total | 406 | 184.6 |
By Non-United States Persons | ||
Non-United States Persons | 2.5 | |
United States Persons | 182.1 | |
Total | 406 | 184.6 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Paragon Private Wealth Management LLC
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|
KY | 0.2 |
Voyager Capital Management LLC
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|
WI | 0.2 |
Vitalstone Financial LLC
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|
TX | 0.2 |
Knowledge Leaders Capital LLC
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|
CO | 0.2 |
Crescendo Asset Management LLC
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|
NY | 0.2 |
Beckerman Institutional LLC
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|
NJ | 0.2 |
Cassia Capital Partners LLC
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|
NC | 0.2 |
Lake Tahoe Wealth Management Inc
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|
CA | 0.2 |
Capstone Wealth Management Group LLC
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|
OR | 0.2 |
Transce3Nd LLC
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|
TX | 0.2 |