Key facts
- MORTON WEALTH is a other based in CALABASAS, CA.
Registered with the SEC
Form ADV · 2026-03 · CRD 141250- Regulatory AUM
- —
- Private fund assets
- $7.0M
- Private funds
- 1
- Staff
- 58
- Registered office
- CALABASAS, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as MORTON CAPITAL MANAGEMENT, LLC).
Free account
See the whole book
- ·Watchlist + alerts for MORTON WEALTH's activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for MORTON WEALTH are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.