MORTON WEALTH MANAGEMENT LLC

GREENSBORO, North Carolina·3 registered advisors·CRD# 111471
SEC# 801-566731336-294-8585
01

Firm Overview

AUM
$427M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at MORTON WEALTH MANAGEMENT LLC

3 registered advisors
Jeanne Marie Rabe
GREENSBORO, North Carolina
Matthew Henry Johnson
GREENSBORO, North Carolina
Steven Hendrie Morton
GREENSBORO, North Carolina
05

Office Locations

GREENSBORO, North Carolina
3 advisors

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Data sourced from SEC Form ADV filings. MORTON WEALTH MANAGEMENT LLC (CRD# 111471) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.