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MORTON WEALTH
Legal name: MORTON CAPITAL MANAGEMENT, LLC
CRD 141250File 801-67025
APPROVED
Retail clients
Custody
Filing as of May 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.47B
Top 25% of cohort (national)
Discretionary AUM
$3.43B
Non-discretionary $36.6M
Clients
1,279
3,735 accounts
Employees
58
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 1, 2006
- Principal office
- 27200 AGOURA ROAD, SUITE 200, CALABASAS, CA, 91301
- Phone
- 818-222-4727
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.47B
- Discretionary AUM
- $3.43B
- Non-discretionary AUM
- $36.6M
- Discretionary accounts
- 3,719
- Non-discretionary accounts
- 16
- Total accounts
- 3,735
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 20 | $104.2M |
| Charitable organizations | 12 | $36.6M |
| High net worth individuals | 724 | $2.73B |
| Pooled investment vehicles | 1 | $7.0M |
| Pension and profit sharing plans | 31 | $132.8M |
| Individuals (other than high net worth individuals) | 491 | $452.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 57 | 58 | increased by1 |
| Apr 1, 2026 | Clients | 1,182 | 1,279 | increased by97 |
| Apr 1, 2026 | AUM | $2,956,328,474 | $3,465,652,532 | increased by$509,324,058 |
| Apr 1, 2026 | Accounts | 3,622 | 3,735 | increased by113 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 56 | 57 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,067 | 1,182 | increased by115 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,416,279,148 | $2,956,328,474 | increased by$540,049,326 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,379 | 3,622 | increased by243 |
| Apr 1, 2022 | Employees | 47 | 56 | increased by9 |
| Apr 1, 2022 | Clients | 1,011 | 1,067 | increased by56 |
| Apr 1, 2022 | AUM | $2,210,883,036 | $2,416,279,148 | increased by$205,396,112 |
| Apr 1, 2022 | Accounts | 2,975 | 3,379 | increased by404 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MORTON WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MORTON WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.