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MORNINGSIDE ASSET MANAGEMENT

WILMINGTON, DE · CRD 268789 · IAPD ↗ · morningsideam.com · 302-207-5292

$135.6MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

85
July 2026 — MORNINGSIDE ASSET MANAGEMENT (WILMINGTON, DE) is newly SEC-registered with $135.6M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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