← Back to searchVisit website
MORALIS TECHNOLOGIES, LLC
CRD 316221 · SEC 801-122490
650 WASHINGTON RD, SUITE 8000, PITTSBURGH, PA, 15228, United States
Phone
833-730-3700
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$103.0M
Discretionary AUM
$103.0M
Team
13 total employees; 7 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $11.3M |
| High net worth individuals | 18 | $55.5M |
| Charitable organizations | 7 | $36.2M |
States served
CA, KS, NJ, NY, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD