|
⚲
|
| Morton Wealth Advisors
✚
|
|
|---|---|
| CRD # | 142912 |
| SEC # | 801-112638 |
| CIK # | |
| AUM | $305.5 M (2026-03-03) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 781-263-1600 |
| Address | 55 Ferncroft Road Danvers, MA 01923 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 34.4 |
| (b) Individuals (high net worth individuals) | 93 | 267.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 433 | 305.5 |
| By Discretionary | ||
| Discretionary | 433 | 305.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 433 | 305.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 304.1 | |
| Total | 433 | 305.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Commons Capital LLC
✚
|
MA | 0.3 |
|
GFG Wealth LLC
✚
|
FL | 0.3 |
|
McAllister Capital Management Corporation
✚
|
MS | 0.3 |
|
Fidelis IM LLC
✚
|
OR | 0.3 |
|
Northwest Wealth Advisors LLC
✚
|
WA | 0.3 |
|
Codex Capital Asset Management LLC
✚
|
0.3 | |
|
Provider Financial Inc
✚
|
IN | 0.3 |
|
Thrive Retirement Specialists LLC
✚
|
MI | 0.3 |
|
Key Group Management Inc
✚
|
AZ | 0.3 |
|
Brightwater Advisory LLC
✚
|
FL | 0.3 |