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MORTON WEALTH

CALABASAS, CA · CRD 141250 · IAPD ↗ · 818-222-4727

$3.47BRegulatory AUM
25Advisory reps
58Employees
14Clients
51-100Planning clients
1Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — MORTON WEALTH notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2024 — MORTON WEALTH notice-filed in NC, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.