MOR WEALTH MANAGEMENT, LLC

CRD 333022File 801-133014

APPROVED

Retail clients

Custody

Filing as of Jul 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$395.6M

Below cohort median (national)

Discretionary AUM

$395.6M

Clients

152

813 accounts

Employees

Below cohort median in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Jun 16, 2025
Principal office: 100 E PENN SQUARE, SUITE 400, PHILADELPHIA, PA, 19107
Phone: 267-930-8300
Website: https://www.morwm.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $395.6M
Discretionary AUM: $395.6M
Non-discretionary AUM: $0
Discretionary accounts: 813
Non-discretionary accounts: 0
Total accounts: 813
AUM per client: $2.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	9	$3.9M
Charitable organizations	Fewer than 5	$2.0M
High net worth individuals	86	$359.7M
Individuals (other than high net worth individuals)	57	$30.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.