MORTON WEALTH

RIASEC RegisteredEst. 2006

Total AUM

$3.5B

Discretionary

$3.4B

99% of AUM

Avg account

$928K

Accounts

3,735

Employees

Advisory reps

Firm details

Headquarters: CALABASAS, California
CRD number: 141250
Registered since: July 1, 2006
Website: mortoncapital.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI78.85%
Individuals13.06%
Pension & Profit Sharing Plans3.83%
Corporations / Businesses3.01%
Charitable Organizations1.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Morton Wealth operates as an independent registered investment adviser organized as a limited liability company and has been SEC-registered since 2006. The firm positions itself as a capital allocator for both individuals/families and institutional clients, charging either a percentage of assets under management or fixed fees depending on the engagement. Its advisory services span financial planning, portfolio management for individuals, small businesses, pooled vehicles and institutions, pension consulting-related activities, selection of other advisers, and investor education through publications and seminars. The firm does not identify as an active ESG investor and is not structured as a multi-state or newly formed adviser. Morton Wealth maintains an affiliation with a law firm and lists selection-of-advisers and publication services among its business activities. The firm has been recognized in industry lists, appearing in FA Magazine’s Top RIA Firms (2020) and on Forbes’ lists in 2023 and 2024.