# Morton Brown Family Wealth LLC

> Morton Brown Family Wealth LLC is an SEC-registered investment advisory firm in Allentown, PA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 12, 2026.

- CRD: 292278
- Filed as: MORTON BROWN FAMILY WEALTH LLC
- Also doing business as: MORTON BROWN INSURANCE AGENCY
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Allentown, PA
- Filing period: October 2026
- Form ADV filing dated: May 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/292278
- AdvisorCensus page: https://advisorcensus.com/firm/morton-brown-family-wealth-llc-allentown-pa-292278

## Quick answers

**How is Morton Brown Family Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Morton Brown Family Wealth LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**What does Morton Brown Family Wealth LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 17, 2026 states: Asset-based fee: 0.5% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Morton Brown Family Wealth LLC located?**
Morton Brown Family Wealth LLC's principal office is in Allentown, PA, according to its Form ADV.

**Is Morton Brown Family Wealth LLC registered with the SEC or a state?**
Morton Brown Family Wealth LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292278.

**How much does Morton Brown Family Wealth LLC manage?**
Morton Brown Family Wealth LLC reports $483,479,204 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (100% discretionary).

**How have Morton Brown Family Wealth LLC's assets and staff changed since 2021?**
In the Form ADV data for Morton Brown Family Wealth LLC: Regulatory assets under management: $179,651,667 in the October 2021 data and $483,479,204 in the October 2026 data, up 169%. Total employees: 5 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Morton Brown Family Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (147); high net worth individuals (125).

**Which custodians does Morton Brown Family Wealth LLC use?**
Morton Brown Family Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Morton Brown Family Wealth 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/292278

**What changed in Morton Brown Family Wealth LLC's recent Form ADV filings?**
In the June 2026 filing data: Added the business name Morton Brown Insurance Agency. Registered or notice-filed in CA.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Asset-based fee: 0.5% to 1.25% a year (a range, as the brochure states it)

> The Registrant’s annual investment advisory fee is based upon a percentage (%) of the market value of the client’s assets placed under the Registrant’s management. The Registrant’s fee shall generally be between 0.50% and 1.25% of the client’s assets under management.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $483,479,204
- Discretionary: $483,479,204
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 147 | $61,547,210 |
| High net worth individuals | 125 | $416,830,341 |
| Corporations or other businesses not listed above | Fewer than 5 | $5,101,653 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 10 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MD, NE, NH, NJ, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mortonbrownfw.com
- Facebook @mortonbrownfw
- Instagram @mortonbrownfw
- LinkedIn @MORTON-BROWN-FAMILY-WEALTH
- LinkedIn @alison-ehret-960560186
- LinkedIn @christianguldin
- LinkedIn @codydemmel
- LinkedIn @dennis-morton-jr-cfp
- LinkedIn @jdkerstetter
- LinkedIn @julia-naccarato
- LinkedIn @karen-garrison-45a595149
- LinkedIn @kathryn-brown-cfp
- LinkedIn @madlenmiller
- LinkedIn @melanie-strange-985738260
- X @dennismbfw
- X @mortonbrownfw
- YouTube @mortonbrownfamilywealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $179,651,667 | 5 | March 22, 2021 |
| October 2022 | $251,655,802 | 6 | August 24, 2022 |
| October 2023 | $262,278,856 | 8 | August 14, 2023 |
| October 2024 | $317,902,225 | 9 | June 24, 2024 |
| October 2025 | $398,971,327 | 9 | July 14, 2025 |
| October 2026 | $483,479,204 | 10 | May 12, 2026 |

Regulatory assets under management: $179,651,667 in the October 2021 data and $483,479,204 in the October 2026 data, up 169%.
Total employees: 5 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Added the business name Morton Brown Insurance Agency.
- Registered or notice-filed in CA.

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $398,971,327 to $483,479,204 (+21%).

### February 2026
- Registered or notice-filed in NH.

### December 2025
- Employees performing advisory functions went from 5 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Morton Brown Family Wealth LLC (CRD 292278): Form ADV filing data as of October 2026.