MORTON WEALTH

27200 Agoura Road
Suite 200
Calabasas, California 91301
Tel: 818-222-4727

About MORTON WEALTH

MORTON WEALTH, formally registered with the SEC as MORTON WEALTH. The firm was established in 07/01/2006. They have over 1 offices throughout the country.

MORTON WEALTH is a Calabasas, California based Financial Planning firm with nearly $2,645,038,579 assets under management, offering retirement planning & investment advisory services to 3523 clients. The firm is staffed with 55 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	141250
SEC#	801-67025
Assets Managed by Firm	$2,645,038,579
No. of Clients	3523
No. of Advisors	55

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	3523	$2,645,038,579
Individuals (other than high net worth individuals)	447	$285,596,590
High net worth individuals	639	$2,180,642,410
Pension and profit sharing plans	24	$77,889,268
Charitable organizations	12	$35,684,444
Corporations or other businesses	13	$56,894,280

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
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