MORTON WEALTH MANAGEMENT LLC
CRD #111471 SEC #801-56673 GREENSBORO, NC 336-294-8585
SEC Registered
Total AUM
$426.8M
Discretionary
$426.8M
Employees
9
Clients
1
Accounts
1,334
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2018 | $426.8M | $426.8M | $0 | 9 | 1 |
| Mar 2018 | $426.8M | $426.8M | $0 | 9 | 1 |
| Mar 2017 | $356M | $354.2M | $1.9M | 7 | 400 |
| Sep 2016 | $321.8M | $317.6M | $4.2M | 7 | 300 |
| Mar 2016 | $321.8M | $317.6M | $4.2M | 7 | 300 |
| Mar 2015 | $318.2M | $312.8M | $5.4M | 7 | 200 |
| Dec 2014 | $290.4M | $285M | $5.4M | 7 | 200 |
| Mar 2014 | $290.4M | $285M | $5.4M | 7 | 200 |
| Mar 2013 | $231.3M | $225.6M | $5.8M | 6 | 200 |
| Oct 2012 | $198.7M | $193M | $5.7M | 1 | 200 |
| Jul 2012 | $198.7M | $193M | $5.7M | 1 | 200 |
| Jun 2012 | $198.7M | $193M | $5.7M | 1 | 200 |
| Mar 2012 | $198.7M | $193M | $5.7M | 1 | 200 |
| Mar 2011 | $192.2M | $181.8M | $10.4M | 5 | -- |
| Mar 2011 | $192.2M | $181.8M | $10.4M | 5 | -- |
| Feb 2010 | $163.9M | $148.2M | $15.7M | 5 | -- |
| May 2007 | $143M | $0 | $143M | 5 | -- |
| Apr 2007 | $143M | $0 | $143M | 5 | -- |
| Feb 2007 | $143M | $0 | $143M | 5 | -- |
| Jan 2006 | $106.8M | $0 | $106.8M | 5 | -- |
| Sep 2005 | $94.3M | $0 | $94.3M | 5 | -- |
| Apr 2004 | $74.8M | $0 | $74.8M | 5 | -- |
| Apr 2002 | $88M | $65M | $23M | 10 | -- |
| Apr 2002 | $88M | $65M | $23M | 10 | -- |
DateAug 2018
Total AUM$426.8M
Discretionary$426.8M
Non-Disc.$0
Employees9
Clients1
DateMar 2018
Total AUM$426.8M
Discretionary$426.8M
Non-Disc.$0
Employees9
Clients1
DateMar 2017
Total AUM$356M
Discretionary$354.2M
Non-Disc.$1.9M
Employees7
Clients400
DateSep 2016
Total AUM$321.8M
Discretionary$317.6M
Non-Disc.$4.2M
Employees7
Clients300
DateMar 2016
Total AUM$321.8M
Discretionary$317.6M
Non-Disc.$4.2M
Employees7
Clients300
DateMar 2015
Total AUM$318.2M
Discretionary$312.8M
Non-Disc.$5.4M
Employees7
Clients200
DateDec 2014
Total AUM$290.4M
Discretionary$285M
Non-Disc.$5.4M
Employees7
Clients200
DateMar 2014
Total AUM$290.4M
Discretionary$285M
Non-Disc.$5.4M
Employees7
Clients200
DateMar 2013
Total AUM$231.3M
Discretionary$225.6M
Non-Disc.$5.8M
Employees6
Clients200
DateOct 2012
Total AUM$198.7M
Discretionary$193M
Non-Disc.$5.7M
Employees1
Clients200
DateJul 2012
Total AUM$198.7M
Discretionary$193M
Non-Disc.$5.7M
Employees1
Clients200
DateJun 2012
Total AUM$198.7M
Discretionary$193M
Non-Disc.$5.7M
Employees1
Clients200
DateMar 2012
Total AUM$198.7M
Discretionary$193M
Non-Disc.$5.7M
Employees1
Clients200
DateMar 2011
Total AUM$192.2M
Discretionary$181.8M
Non-Disc.$10.4M
Employees5
Clients--
DateMar 2011
Total AUM$192.2M
Discretionary$181.8M
Non-Disc.$10.4M
Employees5
Clients--
DateFeb 2010
Total AUM$163.9M
Discretionary$148.2M
Non-Disc.$15.7M
Employees5
Clients--
DateMay 2007
Total AUM$143M
Discretionary$0
Non-Disc.$143M
Employees5
Clients--
DateApr 2007
Total AUM$143M
Discretionary$0
Non-Disc.$143M
Employees5
Clients--
DateFeb 2007
Total AUM$143M
Discretionary$0
Non-Disc.$143M
Employees5
Clients--
DateJan 2006
Total AUM$106.8M
Discretionary$0
Non-Disc.$106.8M
Employees5
Clients--
DateSep 2005
Total AUM$94.3M
Discretionary$0
Non-Disc.$94.3M
Employees5
Clients--
DateApr 2004
Total AUM$74.8M
Discretionary$0
Non-Disc.$74.8M
Employees5
Clients--
DateApr 2002
Total AUM$88M
Discretionary$65M
Non-Disc.$23M
Employees10
Clients--
DateApr 2002
Total AUM$88M
Discretionary$65M
Non-Disc.$23M
Employees10
Clients--