Mor Wealth Management, LLC
● SEC registered since 2025CRD 333022SEC# 801-133014Philadelphia, PA
Reg. AUM
$395.6M
Employees
8
Accounts
813
Location
Philadelphia, PA
About Mor Wealth Management
MOR Wealth Management offers socially responsible investment management, estate planning, and family wealth management as a registered Benefit Corporation. It offers customized portfolios spanning public and private equity and fixed income with attention to volatility and risk.
Summary based on the firm’s website.
Mor Wealth Management, LLC assets under management
Mor Wealth Management, LLC operates as an SEC-registered investment adviser based in Philadelphia, PA. The firm has been registered since 2025. It reports $395.6 million in regulatory assets under management and employs 8 people.
Mor Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Lennon Killeen Control | Chief Compliance Officer, Vice President - Operations | Under 5% | 2022 |
| Matthew Oliver Ramer Control | Principal And Ceo | Over 75% | 2013 |
Frequently asked questions
How much does Mor Wealth Management, LLC manage?
Mor Wealth Management, LLC reports $395.6 million in regulatory assets under management on its Form ADV.
How many employees does Mor Wealth Management, LLC have?
Mor Wealth Management, LLC reports 8 employees.
Where is Mor Wealth Management, LLC located?
Mor Wealth Management, LLC is based in Philadelphia, PA and has been SEC-registered since 2025.
Does Mor Wealth Management, LLC disclose fund performance?
Mor Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 E Penn Square, Suite 400, Philadelphia, PA 19107 |
| Phone | 267-930-8300 |
| Office hours | 9a.m. - 4p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$395.6M▲ 4%
Aug '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,389 advisers
EmployeesTop 47%
More than 53% of 16,799 advisers
Assets under management
$395.6Mregulatory AUM
Discretionary $395.6M