Morton Brown Family Wealth LLC
Morton Brown Family Wealth LLC is an SEC-registered wealth manager in Allentown, PA with $483.5M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Morton Brown Family Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 292278, SEC 801-112510, data through 2026-05-12.
- AUM (assets under management / regulatory AUM)
- $483.5M (2026-05-12)
- Firm type
- Wealth Manager
- Location
- Allentown, PA
- Employees
- 10
- Clients
- 272
- CRD
- 292278
- Ownership
- BROWN, KATHRYN, MARIE; MORTON, DENNIS, CHARLES
How much AUM does Morton Brown Family Wealth LLC have?
Morton Brown Family Wealth LLC reported $483.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-12).
Who owns Morton Brown Family Wealth LLC?
Disclosed owners and executives of Morton Brown Family Wealth LLC include BROWN, KATHRYN, MARIE, MORTON, DENNIS, CHARLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.