MORTON WEALTH ADVISORS
Doing business as MWA ASSET MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$305,528,265
Discretionary
$305,528,265
Non-discretionary
$0
Firm details
- CRD number
- 142912
- SEC file number
- 801-112638
- Main office
- DANVERS, MA, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTP://www.mwa-am.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.