Morton Wealth

RIASEC Registered

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 is an independent, individual-owned registered investment adviser that has been SEC-registered since 2006. The firm serves both high-net-worth individuals and families as well as institutional clients, and it operates as a capital allocator that uses third‑party managers alongside direct portfolio management. Its fee arrangements include asset-based fees and fixed fees. Advisory services listed by the firm cover financial planning, portfolio management for individuals, pooled vehicles and institutions, pension consulting and adviser selection, plus publication and educational outreach. Morton Wealth does not present itself as an active ESG investor. The firm has received industry recognition, including placement on FA Magazine’s Top RIA Firms list (2020) and Forbes’ RIA lists in 2023 and 2024.