PHILADELPHIA, PACRD 333022Latest ADV March 18, 2026
Mor Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Philadelphia, PA. Its latest Form ADV filing, dated March 18, 2026, reports $396M in regulatory assets under management, 8 employees, and 813 accounts.
Assets Under Management
$396M
Employees
8
Offices
--
Total Clients
152
Primary office
PHILADELPHIA, PA
100 E PENN SQUARE, SUITE 400, PHILADELPHIA, PA, United States
Top client segmentHNWI represent 56.6% of total clients.
Top client categories% of clientsClients
1
HNWI
56.6%
86
2
Individuals
37.5%
57
3
Corporations
5.9%
9
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$396Mas of March 18, 2026
Discretionary100.0%
$396M
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$396M
Total Accounts813
10Y AUM Change+$396M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee19:1
10Y Employee Change+1 (+14.3%)
* 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.