Morton Wealth

RIASEC RegisteredEst. 2006
Total AUM
$3.5B
Discretionary
$3.4B
99% of AUM
Avg account
$928K
Accounts
3,735
Employees
58
Advisory reps
34

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 is an independent, SEC-registered registered investment adviser operating as an LLC since 2006. The firm positions itself as a capital allocator for both individual/family and institutional clients and charges a mix of percentage-of-AUM and fixed fees. Core advisory capabilities include financial planning, portfolio management across individuals, small businesses and pooled vehicles, pension consulting and selection of sub-advisers, along with publishing and educational programming. Morton Wealth does not characterize itself as an active ESG investor. Its public profile includes mentions in FA Magazine (Top RIA Firms, 2020) and Forbes (America’s Top RIA Firms, 2023 and 2024).

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 67%, Private Funds 25%, Exchange Traded Equities 4%, Cash & Cash Equivalents 4%67%
  • Public Funds/Mutual Funds67%
  • Private Funds25%
  • Exchange Traded Equities4%
  • Cash & Cash Equivalents4%

Owners & executives

3 of 5
  • Menachem Striks

    Menachem Striks

    Chief Compliance OfficerCRD 7310871

  • Jeffrey Sarti

    Jeffrey Sarti

    CEO & PartnerCRD 4837493

  • Meghan Pinchuk

    Meghan Pinchuk

    Partner, Chief Investment OfficerCRD 5663304

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Contacts

3 of 29
  • Kristin Dillon

    Kristin Dillon

    AdvisorCRD 7728155

  • Thomas Mooney

    Thomas Mooney

    Financial Planning AssociateCRD 7057847

  • Michael Privett

    Michael Privett

    Financial AdvisorCRD 2494819

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 86

Active vs passive

$632M in ETFs

Passive

53%

$336M

Active

34%

$296M

ETFProviderStyleCategoryValueShares% of portfolio
VANECK MERK GOLD ETF (OUNZ)VanEckPassiveCommodities Focused$136M3,519,35021.49%
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Location

Primary office

Calabasas, CA

Los Angeles

Location

Calabasas, CA

Headquartered in Calabasas, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
27200 Agoura Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth