Morton Wealth
Calabasas, CA·SEC-registered · CRD #141250
Morton Wealth is an SEC-registered investment advisory firm in Calabasas, CA managing $3.5B across 3.8k client accounts, with 25 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.5B
Client accounts
3.8k
Advisory staff
25
Fee model
Fee-based
How Morton Wealth is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Morton Wealth
How much does Morton Wealth manage?
Per its most recent SEC Form ADV filing (05/05/2026), Morton Wealth reports $3.5B in regulatory assets under management across roughly 3.8k client accounts.
How does Morton Wealth charge?
Morton Wealth is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Morton Wealth a fiduciary?
Yes. Morton Wealth is registered with the U.S. Securities and Exchange Commission (CRD #141250), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Morton Wealth taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Morton Wealth and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Morton Wealth's public SEC Form ADV filing (CRD #141250, filed 05/05/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Morton Wealth. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Morton Wealth? Claim this profile.