|
⚲
|
| Morton Wealth Advisors
✚
|
|
|---|---|
| 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
✚
|
KY | 0.2 |
|
Voyager Capital Management LLC
✚
|
WI | 0.2 |
|
Vitalstone Financial LLC
✚
|
TX | 0.2 |
|
Knowledge Leaders Capital LLC
✚
|
CO | 0.2 |
|
Crescendo Asset Management LLC
✚
|
NY | 0.2 |
|
Beckerman Institutional LLC
✚
|
NJ | 0.2 |
|
Cassia Capital Partners LLC
✚
|
NC | 0.2 |
|
Lake Tahoe Wealth Management Inc
✚
|
CA | 0.2 |
|
Capstone Wealth Management Group LLC
✚
|
OR | 0.2 |
|
Transce3Nd LLC
✚
|
TX | 0.2 |