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MORTON BROWN FAMILY WEALTH LLC

ALLENTOWN, PA · CRD 292278 · IAPD ↗ · 610-709-5072

$483.5MRegulatory AUM
5Advisory reps
10Employees
6Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — MORTON BROWN FAMILY WEALTH LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2026 — MORTON BROWN FAMILY WEALTH LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2025 — MORTON BROWN FAMILY WEALTH LLC reported RAUM up 26% ($317.9M -> $399.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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