MOR Wealth Management, LLC
Firm details
- Headquarters
- Philadelphia, Pennsylvania
- CRD number
- 333022
- Registered since
- June 16, 2025
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90.93%
- Individuals7.57%
- Corporations / Businesses0.99%
- Charitable Organizations0.51%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
MOR Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm acts as a capital allocator for both individuals/families and institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational workshops. Its billing models include a percentage-of-AUM fee plus options for hourly and fixed-fee arrangements. MOR identifies as an active ESG investor and performs manager selection, which suggests it uses third-party specialists for some strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities17%
- Cash & Cash Equivalents6%
- Non-Exchange Traded Equities1%
Owners & executives
2 of 2
Matthew Ramer
Principal and Chief Executive OfficerCRD 4005710
Amy Killeen
Vice President, COOCRD 2438830
Contacts
2 of 2
Gregory Johnson
Financial Planning AssociateCRD 6744474
Devin Rainone
Financial PlannerCRD 6350917
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$184M in ETFs
92%
$169M
6%
$15.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $27M | 796,661 | 14.64% |
Location
Philadelphia, PA
Philadelphia
Location
Philadelphia, PA
Headquartered in Philadelphia, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Philadelphia
- Address
- 100 E Penn Sq
- Time zone
- ET (UTC-5)
- Office locations
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