Morton Wealth
Morton Wealth (CRD# 141250) is a financial advisory firm headquartered in Calabasas, CA. They manage $2,645,038,579 in 3,523 accounts and serve the financial needs of clients across 17 states (or territories).
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Total Assets Under Management2,645MILLION
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Total Number of Accounts3,523ACCOUNTS
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Average Account Value$750,792
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, GA, ID, IL, LA, MN, NC, NV, NY, OH, OR, TX, UT, WA
Peter Duan (CRD# 6457304) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has over 8 years of experience in the finance industry.
Kevin Klein (CRD# 7200095) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has over 4 years of experience in the finance industry.
Liam O'hara (CRD# 7788646) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has 1 year of experience in the finance industry.
Austin Overholt (CRD# 7379999) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has over 2 years of experience in the finance industry.
Thao Truong (CRD# 7247090) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has 1 year of experience in the finance industry.
Jon Wingent (CRD# 7551340) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has 1 year of experience in the finance industry.