Overview
Assets Under Management: $231 million
Headquarters: DANVERS, MA
High-Net-Worth Clients: 87
Average Client Assets: $3 million
Frequently Asked Questions
MORTON WEALTH ADVISORS 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 #142912), MORTON WEALTH ADVISORS is subject to fiduciary duty under federal law.
MORTON WEALTH ADVISORS is headquartered in DANVERS, MA.
MORTON WEALTH ADVISORS serves 87 high-net-worth clients according to their SEC filing dated October 16, 2024. View client details ↓
According to their SEC Form ADV, MORTON WEALTH ADVISORS offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
MORTON WEALTH ADVISORS is ranked #147 by Forbes in 2025. Learn more about these rankings ↓
MORTON WEALTH ADVISORS manages $231 million in client assets according to their SEC filing dated October 16, 2024.
According to their SEC Form ADV, MORTON WEALTH ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Recent Rankings
Forbes 2025: 147
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 87
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.84
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 409
Discretionary Accounts: 409
Regulatory Filings
CRD Number: 142912
Last Filing Date: 2024-10-16 00:00:00
Website: https://mwa-am.com