Overview
Assets Under Management: $103 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 18
Average Client Assets: $3.1 million
Frequently Asked Questions
MORALIS TECHNOLOGIES, 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 #316221), MORALIS TECHNOLOGIES, LLC is subject to fiduciary duty under federal law.
MORALIS TECHNOLOGIES, LLC is headquartered in PITTSBURGH, PA.
MORALIS TECHNOLOGIES, LLC serves 18 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓
According to their SEC Form ADV, MORALIS TECHNOLOGIES, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MORALIS TECHNOLOGIES, LLC manages $103 million in client assets according to their SEC filing dated March 12, 2026.
According to their SEC Form ADV, MORALIS TECHNOLOGIES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.90%
Average Client Assets: $3.1 million
Total Client Accounts: 118
Discretionary Accounts: 118
Regulatory Filings
CRD Number: 316221
Filing ID: 2053748
Last Filing Date: 2026-03-12 12:46:41