MORTON BROWN FAMILY WEALTH LLC
Firm details
- Headquarters
- ALLENTOWN, Pennsylvania
- CRD number
- 292278
- Registered since
- February 23, 2018
- Website
- www.mortonbrownfw.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.21%
- Individuals12.73%
- Corporations / Businesses1.06%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Morton Brown Family Wealth LLC is an independent, SEC‑registered advisory firm organized as an LLC and overseen by an individual owner. The firm focuses on serving individuals and families, offering financial planning and discretionary portfolio management alongside insurance brokerage services. Its fee model combines a percentage of assets under management with fixed fees. The firm reports being an active ESG investor and provides advisory services to individuals and small-business clients rather than institutional pension or multi‑state advisory mandates.
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 Funds94%
- Exchange Traded Equities3%
- State & Local Bonds2%
- Cash & Cash Equivalents1%
Contacts
3 of 7KATHRYN BROWN
Founder & Senior Wealth AdvisorCRD 4557865
Julia Naccarato
Client Services AssociateCRD 7934821
Alison EHRET
Associate Wealth AdvisorCRD 6374526
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 144Active vs passive
$366M in ETFs
73%
$267M
27%
$99.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $101M | 4,017,868 | 27.54% |
Location
ALLENTOWN, PA
LEHIGH
Location
ALLENTOWN, PA
Headquartered in ALLENTOWN, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- LEHIGH
- Address
- 600 Hamilton St
- Time zone
- ET (UTC-5)
- Office locations
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