Morton Brown Family Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Allentown, PA. Its latest Form ADV filing, dated March 19, 2026, reports $483M in regulatory assets under management, 10 employees, and 275 accounts.
Assets Under Management
$483M
Employees
10
Offices
--
Total Clients
272
Primary office
ALLENTOWN, PA
600 W. HAMILTON STREET, SUITE 510, ALLENTOWN, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.0% of total clients.
Top client categories% of clientsClients
1
Individuals
54.0%
147
2
HNWI
46.0%
125
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$483Mas of March 19, 2026
Discretionary100.0%
$483M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$483M
Total Accounts275
10Y AUM Change+$483M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee27:1
10Y Employee Change+8 (+400.0%)
* 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.