Morton Brown Family Wealth LLC

Overview

Morton Brown Family Wealth LLC is an independent, SEC-registered RIA organized as an LLC and founded in 2018. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses, and also operates as an insurance broker. Ownership is held at the individual level. Its fee model combines percentage-of-AUM pricing with fixed fees. Morton Brown reports being an active ESG investor, indicating environmental, social and governance factors are part of its investment approach. The firm does not position itself as a capital allocator; instead it relies on external investment vehicles and third-party managers to implement client portfolios. That operational model aligns with its use of public funds and mutual funds as the dominant asset types across client accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives