Morton Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Calabasas, CA. Its latest Form ADV filing, dated March 25, 2026, reports $3.5B in regulatory assets under management, 58 employees, and 3,735 accounts.
Assets Under Management
$3.5B
Employees
58
Offices
--
Total Clients
1,279
Primary office
CALABASAS, CA
27200 AGOURA ROAD, SUITE 200, CALABASAS, CA, United States
Top client segmentHNWI represent 56.6% of total clients.
Top client categories% of clientsClients
1
HNWI
56.6%
724
2
Individuals
38.4%
491
3
Pension Plans
2.4%
31
4
Corporations
1.6%
20
5
Charitable
0.9%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.5Bas of March 25, 2026
Discretionary98.9%
$3.4B
99% of total RAUM98.9%
Non-discretionary1.1%
$37M
1% of total RAUM1.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.5B
Total Accounts3,735
10Y AUM Change+$1.8B (+111.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees58
Clients per Employee22:1
10Y Employee Change+29 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.