# Morton Wealth

> Morton Wealth is an SEC-registered investment advisory firm in Calabasas, CA, registered since 2006, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 5, 2026.

- CRD: 141250
- Filed as: MORTON WEALTH
- Legal name: Morton Capital Management, LLC
- Also doing business as: MORTON CORE SERVICES, MORTON WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Calabasas, CA
- Filing period: October 2026
- Form ADV filing dated: May 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/141250
- AdvisorCensus page: https://advisorcensus.com/firm/morton-wealth-calabasas-ca-141250

## Quick answers

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

**Where is Morton Wealth located?**
Morton Wealth's principal office is in Calabasas, CA, according to its Form ADV.

**Is Morton Wealth registered with the SEC or a state?**
Morton Wealth is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 141250.

**How much does Morton Wealth manage?**
Morton Wealth reports $3,465,652,532 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (99% discretionary).

**How have Morton Wealth's assets and staff changed since 2021?**
In the Form ADV data for Morton Wealth: Regulatory assets under management: $2,210,883,036 in the October 2021 data and $3,465,652,532 in the October 2026 data, up 57%. Total employees: 47 in October 2021 and 58 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Morton Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (724); individuals (other than high net worth individuals) (491); pension and profit sharing plans (but not the plan participants or government pension plans) (31).

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

**Does Morton Wealth 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/141250

**What changed in Morton Wealth's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 27 to 25. Regulatory assets under management went from $2,956,328,474 to $3,465,652,532 (+17%). Registered or notice-filed in VA.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage 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: $3,465,652,532
- Discretionary: $3,429,058,681
- Non-discretionary: $36,593,851

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 491 | $452,519,239 |
| High net worth individuals | 724 | $2,732,574,004 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $6,997,176 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 31 | $132,776,727 |
| Charitable organizations | 12 | $36,619,914 |
| Corporations or other businesses not listed above | 20 | $104,165,472 |

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

### Firm details
- Registered since: 2006 (20 years)
- Employees: 58 total, 25 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, ID, IL, LA, MN, NC, NV, NY, OH, OR, TX, UT, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mortonwealth.com
- vimeo.com/mortonwealth
- Facebook @MORTONWEALTH
- Facebook @HERSELF-BY-MORTON
- Instagram @herself_by_morton
- Instagram @modearn
- Instagram @mortonwealth
- LinkedIn @MORTONWEALTH
- X @SartiJeff
- X @Strategist_by_M
- YouTube @modearnbymorton
- YouTube @morton_wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,210,883,036 | 47 | June 28, 2021 |
| October 2022 | $2,416,279,148 | 56 | March 22, 2022 |
| October 2023 | $2,377,712,772 | 53 | May 11, 2023 |
| October 2024 | $2,645,038,579 | 55 | May 13, 2024 |
| October 2025 | $2,956,328,474 | 57 | May 15, 2025 |
| October 2026 | $3,465,652,532 | 58 | May 5, 2026 |

Regulatory assets under management: $2,210,883,036 in the October 2021 data and $3,465,652,532 in the October 2026 data, up 57%.
Total employees: 47 in October 2021 and 58 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 27 to 25.
- Regulatory assets under management went from $2,956,328,474 to $3,465,652,532 (+17%).
- Registered or notice-filed in VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Morton Wealth (CRD 141250): Form ADV filing data as of October 2026.