← Back to searchVisit website
MORTON BROWN FAMILY WEALTH LLC
CRD 292278 · SEC 801-112510
600 W. HAMILTON STREET, SUITE 510, ALLENTOWN, PA, 18101, United States
Phone
610-709-5072
Fax
610-709-5073
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$483.5M
Discretionary AUM
$483.5M
Team
10 total employees; 5 advisory reps; 6 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 147 | $61.5M |
| High net worth individuals | 125 | $416.8M |
States served
CA, MD, NE, NJ, PA, TX, NH, FL
All web addresses on file
- https://www.linkedin.com/in/melanie-strange-985738260/
- https://www.linkedin.com/in/madlenmiller/
- HTTPS://WWW.MORTONBROWNFW.COM
- https://www.linkedin.com/in/alison-ehret-960560186
- https://www.linkedin.com/in/codydemmel
- https://x.com/mortonbrownfw
- https://www.facebook.com/mortonbrownfw/
- https://www.linkedin.com/in/karen-garrison-45a595149/
- https://www.linkedin.com/in/jdkerstetter
- https://www.linkedin.com/in/dennis-morton-jr-cfp
- https://www.instagram.com/mortonbrownfw/
- https://www.youtube.com/c/mortonbrownfamilywealth
- https://www.linkedin.com/in/christianguldin
- https://www.linkedin.com/in/julia-naccarato/
- https://www.linkedin.com/in/kathryn-brown-cfp
- HTTPS://WWW.LINKEDIN.COM/COMPANY/MORTON-BROWN-FAMILY-WEALTH/
- https://x.com/dennismbfw
Official SEC filing: View on IAPD