Morton Wealth Advisors
● SEC registered since 2018CRD 142912SEC# 801-112638Danvers, MA
Reg. AUM
$305.5M
Employees
2
Accounts
433
Location
Danvers, MA
Morton Wealth Advisors assets under management
Morton Wealth Advisors is an SEC-registered investment adviser based in Danvers, MA. The firm has been registered since 2018. It reports $305.5 million in regulatory assets under management and employs 2 people.
Morton Wealth Advisors owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael John Capobianco Control | Cco | 50-75% | 2006 |
| Randall Jonathan Tavilla Control | Director | 50-75% | 2017 |
Frequently asked questions
How much does Morton Wealth Advisors manage?
Morton Wealth Advisors reports $305.5 million in regulatory assets under management on its Form ADV.
How many employees does Morton Wealth Advisors have?
Morton Wealth Advisors reports 2 employees.
Where is Morton Wealth Advisors located?
Morton Wealth Advisors is based in Danvers, MA and has been SEC-registered since 2018.
Does Morton Wealth Advisors disclose fund performance?
Morton Wealth Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 55 Ferncroft Road, Suite 305, Danvers, MA 01923 |
| Phone | 781-263-1600 |
| Fax | 781-431-1883 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$305.5M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$305.5Mregulatory AUM
Discretionary $305.5M