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MOR WEALTH MANAGEMENT, LLC
CRD 333022 · SEC 801-133014
100 E PENN SQUARE, SUITE 400, PHILADELPHIA, PA, 19107, United States
Phone
267-930-8300
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$395.6M
Discretionary AUM
$395.6M
Team
8 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminarsFAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $30.0M |
| High net worth individuals | 86 | $359.7M |
| Corporations/business entities | 9 | $3.9M |
States served
CA, MA, NJ, NY, PA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD