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MORTON WEALTH
MORTON CAPITAL MANAGEMENT, LLC
CRD 141250 · SEC 801-67025
27200 AGOURA ROAD, SUITE 200, CALABASAS, CA, 91301, United States
Phone
818-222-4727
Fax
818-222-8457
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.47B
Discretionary AUM
$3.43B
Team
58 total employees; 25 advisory reps; 14 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 491 | $452.5M |
| High net worth individuals | 724 | $2.73B |
| Pooled investment vehicles | 1 | $7.0M |
| Pension/profit sharing plans | 31 | $132.8M |
| Charitable organizations | 12 | $36.6M |
| Corporations/business entities | 20 | $104.2M |
States served
AZ, CA, CO, GA, ID, IL, LA, MN, NV, NY, NC, OH, OR, UT, VA, WA, TX, FL
All web addresses on file
- HTTPS://WWW.LINKEDIN.COM/COMPANY/MORTONWEALTH
- https://instagram.com/herself_by_morton
- https://x.com/Strategist_by_M
- HTTPS://WWW.FACEBOOK.COM/MORTONWEALTH/
- https://vimeo.com/mortonwealth
- https://www.mortonwealth.com/
- https://www.youtube.com/@morton_wealth
- https://www.youtube.com/@modearnbymorton
- https://x.com/SartiJeff/
- https://instagram.com/modearn
- https://www.instagram.com/mortonwealth/
- HTTPS://WWW.FACEBOOK.COM/PEOPLE/HERSELF-BY-MORTON
Official SEC filing: View on IAPD