# MOR Wealth Management, LLC

> 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.

- CRD: 333022
- Filed as: MOR WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Philadelphia, PA
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333022
- AdvisorCensus page: https://advisorcensus.com/firm/mor-wealth-management-llc-philadelphia-pa-333022

## Quick answers

**How is MOR Wealth Management, LLC compensated?**
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).

**How much does MOR Wealth Management, LLC charge?**
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); Hourly rate: $500 an hour (Retirement plan consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is MOR Wealth Management, LLC located?**
MOR Wealth Management, LLC's principal office is in Philadelphia, PA, according to its Form ADV.

**Is MOR Wealth Management, LLC registered with the SEC or a state?**
MOR Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333022.

**How much does MOR Wealth Management, LLC manage?**
MOR Wealth Management, LLC reports $395,587,641 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (100% discretionary).

**How have MOR Wealth Management, LLC's assets and staff changed since 2025?**
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.

**What types of clients does MOR Wealth Management, LLC serve?**
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).

**Which custodians does MOR Wealth Management, LLC use?**
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.

**Does MOR Wealth Management, LLC report any disciplinary disclosures?**
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

**Does MOR Wealth Management, LLC state an account minimum?**
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."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 30, 2026)

- Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states)

> 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.

- Account minimum: $2,000,000

> MOR Wealth generally requires a minimum account size of $2,000,000 to effectively implement its investment process.

- Hourly rate: $500 an hour (Retirement plan consulting)

> Retirement plan consulting fees are paid quarterly, generally in advance of each calendar quarter, pursuant to the terms of the retirement plan consulting agreement. Fees are based on the market value of assets in the Plan at the end of the prior calendar quarter, a flat fee, or an hourly fee that will not exceed $500.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $395,587,641
- Discretionary: $395,587,641
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 57 | $29,962,533 |
| High net worth individuals | 86 | $359,695,981 |
| Charitable organizations | Fewer than 5 | $2,010,293 |
| Corporations or other businesses not listed above | 9 | $3,918,834 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 8 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, MA, NH, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- morwm.com
- Facebook @MOR-Wealth-Management
- LinkedIn @mor-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | Not reported | 7 | May 23, 2025 |
| October 2026 | $395,587,641 | 8 | July 30, 2026 |

Total employees: 7 in October 2025 and 8 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MOR Wealth Management, LLC (CRD 333022): Form ADV filing data as of October 2026.