Morton Wealth

EST. AUM
$3,465,652,532

CONTACTS
10

CLIENT ACCOUNTS
3,735

Firm Details

Metro area Los Angeles
CRD Number 141250
Website mortonwealth.com
Client types

Overview

Morton Wealth was founded in 1983 and is a fee-only RIA based in Calabasas, just outside of Los Angeles. Morton offers financial and investment management services customized to clients needs. The firm previously went by the name Morton Capital.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Morton Wealth

Platform Details

Investment Preferences

Alternative Activity

Address

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