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MWA ASSET MANAGEMENT
MORTON WEALTH ADVISORS
CRD 142912 · SEC 801-112638
55 FERNCROFT ROAD, SUITE 305, DANVERS, MA, 01923, United States
Phone
781-263-1600
Fax
781-431-1883
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$305.5M
Discretionary AUM
$305.5M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-03
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 87 | $34.4M |
| High net worth individuals | 93 | $267.9M |
States served
MA, NJ, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD