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MORTON BROWN FAMILY WEALTH LLC
CRD 292278File 801-112510
APPROVED
Retail clients
Custody
Filing as of May 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$483.5M
Above cohort median (national)
Discretionary AUM
$483.5M
Clients
272
275 accounts
Employees
10
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 23, 2018
- Principal office
- 600 W. HAMILTON STREET, SUITE 510, ALLENTOWN, PA, 18101
- Phone
- 610-709-5072
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $483.5M
- Discretionary AUM
- $483.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 275
- Non-discretionary accounts
- 0
- Total accounts
- 275
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $5.1M |
| High net worth individuals | 125 | $416.8M |
| Individuals (other than high net worth individuals) | 147 | $61.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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 | 8 | 10 | increased by2 |
| Apr 1, 2026 | Clients | 259 | 272 | increased by13 |
| Apr 1, 2026 | AUM | $398,971,327 | $483,479,204 | increased by$84,507,877 |
| Apr 1, 2026 | Accounts | 897 | 275 | decreased by622 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 9 | 8 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 9 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 172 | 259 | increased by87 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $251,655,802 | $398,971,327 | increased by$147,315,525 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 538 | 897 | increased by359 |
| Apr 1, 2022 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 143 | 172 | increased by29 |
| Apr 1, 2022 | AUM | $179,651,667 | $251,655,802 | increased by$72,004,135 |
| Apr 1, 2022 | Accounts | 450 | 538 | increased by88 |
| 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 BROWN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MORTON BROWN” 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.