{
  "crd_number": 333022,
  "slug": "mor-wealth-management-llc-philadelphia-pa-333022",
  "primary_business_name": "MOR WEALTH MANAGEMENT, LLC",
  "legal_name": "MOR WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Philadelphia",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-06-16",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-07-30",
  "carried_forward": false,
  "raum_total": 395587641.0,
  "raum_discretionary": 395587641.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2010293.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 29962533.0,
      "count": 57
    },
    "high_net_worth_individuals": {
      "raum": 359695981.0,
      "count": 86
    },
    "corporations_other_businesses": {
      "raum": 3918834.0,
      "count": 9
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "MA",
    "NH",
    "NJ",
    "NY",
    "PA",
    "TX"
  ],
  "websites": [
    "https://facebook.com/people/MOR-Wealth-Management/100063623735729",
    "https://linkedin.com/company/mor-wealth-management",
    "https://morwm.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/333022",
  "city_as_filed": "PHILADELPHIA",
  "url": "https://advisorcensus.com/firm/mor-wealth-management-llc-philadelphia-pa-333022",
  "display_name": "MOR Wealth Management, LLC",
  "summary": "MOR Wealth Management, LLC is an SEC-registered investment advisory firm in Philadelphia, PA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 30, 2026.",
  "citation": "AdvisorCensus. MOR Wealth Management, LLC (CRD 333022): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is MOR Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), MOR Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does MOR Wealth Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated July 30, 2026 states: Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is MOR Wealth Management, LLC located?",
      "a": "MOR Wealth Management, LLC's principal office is in Philadelphia, PA, according to its Form ADV."
    },
    {
      "q": "Is MOR Wealth Management, LLC registered with the SEC or a state?",
      "a": "MOR Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333022."
    },
    {
      "q": "How much does MOR Wealth Management, LLC manage?",
      "a": "MOR Wealth Management, LLC reports $395,587,641 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have MOR Wealth Management, LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for MOR Wealth Management, LLC: Total employees: 7 in October 2025 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does MOR Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (86); individuals (other than high net worth individuals) (57); corporations or other businesses not listed above (9)."
    },
    {
      "q": "Which custodians does MOR Wealth Management, LLC use?",
      "a": "MOR Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does MOR Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333022"
    },
    {
      "q": "Does MOR Wealth Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 30, 2026 says: \"MOR Wealth generally requires a minimum account size of $2,000,000 to effectively implement its investment process.\""
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 7,
      "filing_date": "2025-05-23"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 395587641.0,
      "total_employees": 8,
      "filing_date": "2026-07-30"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.25% of assets a year",
    "account_minimum": "$2,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Investment advisory fees range up to 1.25% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $2,000,000"
        ],
        "quotes": [
          "MOR Wealth generally requires a minimum account size of $2,000,000 to effectively implement its investment process."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.25,
      "account_minimum": 2000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Investment advisory fees range up to 1.25% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.",
      "MOR Wealth generally requires a minimum account size of $2,000,000 to effectively implement its investment process."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/mor-wealth-management-llc-philadelphia-pa-333022.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 57,
      "fewer_than_5": false,
      "raum": 29962533.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 86,
      "fewer_than_5": false,
      "raum": 359695981.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 2010293.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 9,
      "fewer_than_5": false,
      "raum": 3918834.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/333022",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}