MORTON CAPITAL MANAGEMENT, LLC
Doing business as MORTON WEALTH. SEC Form ADV profile.
Total regulatory AUM
$3,465,652,532
Discretionary
$3,429,058,681
Non-discretionary
$36,593,851
Firm details
- CRD number
- 141250
- SEC file number
- 801-67025
- Main office
- CALABASAS, CA, United States
- Employees
- 58
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.