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

More Retirement Planning firms in Calabasas, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 245 Summer Street Boston, MA, 02210	$3,964,385,404,654	31349	1264
WELLINGTON MANAGEMENT COMPANY LLP 280 Congress Street Boston, MA, 02210	$1,282,732,502,947	1559	2021
GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
STRATEGIC ADVISERS LLC 155 Seaport Blvd Boston, MA, 02210-2698	$824,740,096,815	1965880	269

Explore More Retirement Advisors in Calabasas, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.