Overview
Assets Under Management: $396 million
Headquarters: PHILADELPHIA, PA
High-Net-Worth Clients: 86
Average Client Assets: $4.2 million
Frequently Asked Questions
MOR WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #333022), MOR WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MOR WEALTH MANAGEMENT, LLC is headquartered in PHILADELPHIA, PA.
MOR WEALTH MANAGEMENT, LLC serves 86 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, MOR WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
MOR WEALTH MANAGEMENT, LLC manages $396 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, MOR WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.93%
Average Client Assets: $4.2 million
Total Client Accounts: 813
Discretionary Accounts: 813
Regulatory Filings
CRD Number: 333022
Filing ID: 2046860
Last Filing Date: 2026-03-18 16:59:01