Fee-only adviser · Calabasas, CA
Morton Wealth
Morton Wealth is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Calabasas, California. On its latest Form ADV, filed May 5, 2026, it reports $3.5B in regulatory assets under management, 1,215 individual clients and 25 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 141250 · SEC file 801-67025 |
| Office | 27200 Agoura Road Suite 200 Calabasas, CA 91301 |
| Phone | (818) 222-4727 |
| Website | www.mortonwealth.com |
| Regulatory assets under management | $3.5B ($3.4B discretionary) |
| Individual clients | 491 non-high-net-worth, 724 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers, Educational seminars |
| Employees | 58 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 5, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Calabasas
- Triagen Wealth Management LLC $535M
- Krane Financial Solutions $295M
- Atala Financial Inc $371M
- Fidela Wealth $54M
- Mari Legacy Group, LLC $30M
See all 6 fee-only advisers in Calabasas →
Nearby
- Woodland Hills 11 firms
- Agoura Hills 2 firms
- West Hills 1 firm
- Canoga Park 1 firm
- Encino 9 firms
- Malibu 1 firm
- Van Nuys 1 firm
- Simi Valley 6 firms
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