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MORTON WEALTH
CALABASAS, CA
818-222-4727
SEC #801-67025Total AUM
$3.5B
Employees
58Clients
1,279Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
27200 AGOURA ROAD
SUITE 200
CALABASAS
CA 91301
United States
SUITE 200
CALABASAS
CA 91301
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
818-222-4727
Financials
Total AUM
$3.5B
Accounts
3,735Discretionary
$3.4B
Accounts
3,719Non-Discretionary
$36.6M
Accounts
16
Clients
Individual Clients
491AUM
$452.5M
HNW Individual Clients
724AUM
$2.7B
Pooled Vehicle Clients
1AUM
$7M
Pension/Profit Sharing Plan Clients
31AUM
$132.8M
Charitable Organization Clients
12AUM
$36.6M
Corporation or Business Clients
20AUM
$104.2M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLGAIDLANCNVNYORTXVAWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.