Morton Wealth Advisors

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Morton Wealth Advisors
CRD #142912
SEC #801-112638
CIK #
AUM $184.6 MM (2023-03-30)
Employees 2 (100% Investors, 0% Brokers)
Phone781-263-1600
Address5 Militia Drive
Lexington, MA 02421
Source [IAPD] [Website]
Total AUM ($MM)
200160120804002010201420192024
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
Terms | Privacy | Guide
tony@aum13f.com