Morton Brown Family Wealth LLC
● SEC registered since 2018CRD 292278SEC# 801-112510Allentown, PA
Reg. AUM
$483.5M
Employees
10
Accounts
275
Location
Allentown, PA
Morton Brown Family Wealth LLC assets under management
Morton Brown Family Wealth LLC operates as an SEC-registered investment adviser based in Allentown, PA. The firm has been registered since 2018. It reports $483.5 million in regulatory assets under management and employs 10 people.
Morton Brown Family Wealth LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dennis Charles Morton Control | Managing Member, Partner, Financial Advisor | 50-75% | 2018 |
| Kathryn Marie Brown Control | Managing Member, Partner, Financial Advisor And Chief Compliance Officer | 50-75% | 2018 |
Frequently asked questions
How much does Morton Brown Family Wealth LLC manage?
Morton Brown Family Wealth LLC reports $483.5 million in regulatory assets under management on its Form ADV.
How many employees does Morton Brown Family Wealth LLC have?
Morton Brown Family Wealth LLC reports 10 employees.
Where is Morton Brown Family Wealth LLC located?
Morton Brown Family Wealth LLC is based in Allentown, PA and has been SEC-registered since 2018.
Does Morton Brown Family Wealth LLC disclose fund performance?
Morton Brown Family Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 600 W. Hamilton Street, Suite 510, Allentown, PA 18101 |
| Phone | 610-709-5072 |
| Fax | 610-709-5073 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1909851 |
| Discloses disciplinary history | No |
Regulatory AUM
$483.5M▲ 21%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$483.5Mregulatory AUM
Discretionary $483.5M