MORTON WEALTH ADVISORS

MWA ASSET MANAGEMENT
DANVERS, Massachusetts·2 registered advisors·CRD# 142912
SEC# 801-1126380781-263-1600
01

Firm Overview

AUM
$231M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MORTON WEALTH ADVISORS

2 registered advisors
Michael John Capobianco
DANVERS, Massachusetts
Randall Jonathan Tavilla
DANVERS, Massachusetts
05

Office Locations

DANVERS, Massachusetts
2 advisors

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Data sourced from SEC Form ADV filings. MORTON WEALTH ADVISORS (CRD# 142912) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.