Be advised. This firm is no longer registered.

Morton Wealth Management LLC

Morton Wealth Management LLC (CRD# 111471) is a financial advisory firm headquartered in Greensboro, NC. They manage $356,048,356 in 937 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
628 Green Valley Road, Suite 206, Greensboro, NC 27408
http://www.mortonwm.com
By the Numbers
  • Total Assets Under Management
    356
    MILLION
  • Total Number of Accounts
    937
    ACCOUNTS
  • Average Account Value
    $379,988
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NC, NH, SC

Financial Advisors at Morton Wealth Management LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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