Morton Wealth

Firm record

As recorded in SEC IAPD

Firm CRD

141250

SEC number

801-67025

Firm type

RIA

Assets under management

$3.5B as of May 5, 2026

Website

instagram.com/herself_by_morton ↗

Phone

818-222-4727

Address

27200 Agoura Road, Calabasas, CA, 91301

Advisors at this firm

28 in our index · page 1 of 1

• Patrice G BeningCRD 4716936 · Calabasas, CA
  IA Registered
• Priscilla Ann BrehmCRD 1017559 · Calabasas, CA
  IA Registered
• Jennifer Marie CarusoCRD 5236017 · Calabasas, CA
  IA Registered
• Kristin DillonCRD 7728155 · Calabasas, CA
  IA Registered
• Sasan FaizCRD 1964269 · Calabasas, CA
  IA Registered
• Christopher Michael GaleskiCRD 5727781 · Calabasas, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Diego GuerreroCRD 7444699 · Calabasas, CA
  IA Registered
• Conner HufnagelCRD 8267322 · Calabasas, CA
  IA Registered
• Morgan JulCRD 7989731 · Calabasas, CA
  IA Registered
• Sophie Christine Jacqueline LeahyCRD 6477491 · Calabasas, CA
  IA Registered
• Stacey Lynn MckinnonCRD 6526531 · Calabasas, CA
  IA Registered
• Nadya MetsCRD 6729679 · Calabasas, CA
  IA RegisteredRegistration inactive
• Thomas Patrick MooneyCRD 7057847 · Calabasas, CA
  IA Registered
• Austin OverholtCRD 7379999 · Calabasas, CA
  IA Registered
• Meghan Hillary PinchukCRD 5663304 · Calabasas, CA
  IA Registered
• Michael Brian PrivettCRD 2494819 · Calabasas, CA
  IA RegisteredRegistration inactive
• Bryan Vito PhelanCRD 8132021 · Calabasas, CA
  IA Registered
• Kevin Gregory RexCRD 6526594 · Calabasas, CA
  IA Registered
• Ian RennickCRD 8074772 · Calabasas, CA
  IA Registered
• Michael RudowCRD 6860016 · Calabasas, CA
  IA RegisteredRegistration inactive
• Jeffrey SartiCRD 4837493 · Calabasas, CA
  IA Registered
• Joseph Alan SeetooCRD 3226747 · Calabasas, CA
  IA Registered
• Eric Jay SelterCRD 3129445 · Calabasas, CA
  IA Registered
• Bruce Lawrence TysonCRD 1031470 · Calabasas, CA
  IA Registered
• Elias Franchesco VeraCRD 4187200 · Calabasas, CA
  IA Registered
• Nicholas ValaikaCRD 7989743 · Calabasas, CA
  IA Registered
• Beau Thomas WirickCRD 7313901 · Calabasas, CA
  IA RegisteredRegistration inactive
• Brittany YudkowskyCRD 6581348 · Calabasas, CA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.