MOR WEALTH MANAGEMENT, LLC

Overview

MOR Wealth Management, LLC is an independent, owner-operated RIA organized as an LLC and registered with the SEC in 2025. The firm positions itself as a capital allocator serving both individual/family and institutional clients. Its advisory services span financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and educational seminars. MOR charges a mix of percentage-of-AUM, hourly, and fixed fees and identifies as an active ESG investor. The firm explicitly uses third-party managers and makes external allocations across multiple alternative strategies, suggesting a multi-manager approach rather than exclusively in-house product manufacturing. MOR’s service mix and fee flexibility indicate it works with a range of client mandates and billing preferences.

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Public Holdings

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Location & Offices