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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 29, 2018
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JOHNSON, MATTHEW, HENRY | I | MEMBER/ADVISOR | NA | Control |
| JOHNSON, MATTHEW, HENRY | I | MEMBER/ADVISOR | NA | Control |
| JOHNSON, MATTHEW, HENRY | I | MEMBER/ADVISOR | NA | Control |
| JOHNSON, MATTHEW, HENRY | I | MEMBER/ADVISOR | NA | Control |
| MWM MANAGEMENT INC. | DE | MANAGING MEMBER | NA | Control |
| MWM MANAGEMENT INC. | DE | MANAGING MEMBER | NA | Control |
| MWM MANAGEMENT INC. | DE | MANAGING MEMBER | NA | Control |
| MWM MANAGEMENT INC. | DE | MANAGING MEMBER | NA | Control |
| RABE, JEANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RABE, JEANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RABE, JEANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RABE, JEANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RABE, JEANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RABE, JEANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RABE, JEANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RABE, JEANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RABE, JEANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RABE, JEANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RABE, JEANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RABE, JEANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RABE, JEANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RABE, JEANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RABE, JEANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORTON, STEVEN, HENDRIE | I | OWNER/MANAGER | E | Control |
| MORTON, STEVEN, HENDRIE | I | OWNER/MANAGER | E | Control |
| MORTON, STEVEN, HENDRIE | I | OWNER/MANAGER | E | Control |
| MORTON, STEVEN, HENDRIE | I | OWNER/MANAGER | E | Control |
| MORTON, STEVEN, HENDRIE | I | OWNER/MANAGER | E | Control |
| MORTON, STEVEN, HENDRIE | I | OWNER/MANAGER | E | Control |
| MORTON, STEVEN, HENDRIE | I | OWNER/MANAGER | E | Control |
| MORTON, STEVEN, HENDRIE | I | OWNER/MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| MORTON, STEVEN, HENDRIE | I | OWNER/MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| MORTON, STEVEN, HENDRIE | I | OWNER/PRINCIPAL ADVISOR | E | Control |
| MORTON, STEVEN, HENDRIE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MORTON, STEVEN, HENDRIE | I | OWNER/PRINCIPAL ADVISOR | E | Control |
| MORTON, STEVEN, HENDRIE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MORTON, STEVEN, HENDRIE | I | OWNER/PRINCIPAL ADVISOR | E | Control |
| MORTON, STEVEN, HENDRIE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MORTON, STEVEN, HENDRIE | I | OWNER/MANAGER | E | Control |
| MORTON, STEVEN, HENDRIE | I | OWNER/MANAGER | E | Control |
| MORTON, STEVEN, HENDRIE | I | OWNER/MANAGER | E | Control |
| MORTON, STEVEN, HENDRIE | I | OWNER/PRINCIPAL ADVISOR | E | Control |
| MORTON, STEVEN, HENDRIE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MORTON, STEVEN, HENDRIE | I | OWNER/MANAGER | E | Control |
| MORTON, STEVEN, HENDRIE | I | OWNER/MANAGER | E | Control |
| MORTON, STEVEN, HENDRIE | I | OWNER/MANAGER | E | Control |
| MORTON, STEVEN, HENDRIE | I | OWNER/MANAGER | E | Control |
| MORTON, STEVEN, HENDRIE | I | OWNER/MANAGER | E | Control |
| MORTON, STEVEN, HENDRIE | I | MEMBER/PRINCIPAL ADVISOR | E | Control |
| MORTON, STEVEN, HENDRIE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MORTON, STEVEN, HENDRIE | I | OWNER/PRINCIPAL ADVISOR | E | Control |
| MORTON, STEVEN, HENDRIE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MORTON, STEVEN, HENDRIE | I | MEMBER/PRINCIPAL ADVISOR | E | Control |
| MORTON, STEVEN, HENDRIE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MORTON, STEVEN, HENDRIE | I | MEMBER/PRINCIPAL ADVISOR | E | Control |
| MORTON, STEVEN, HENDRIE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MORTON, STEVEN, HENDRIE | I | MEMBER/PRINCIPAL ADVISOR | E | Control |
| MORTON, STEVEN, HENDRIE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| DIXON HUGHES HOLDINGS, LLC | DE | OWNER | D | Control |
| DIXON HUGHES HOLDINGS, LLC | DE | OWNER | D | Control |
| DIXON HUGHES HOLDINGS, LLC | DE | OWNER | D | Control |
| DIXON HUGHES HOLDINGS, LLC | DE | OWNER | D | Control |
| DIXON ODOM HOLDINGS, LLC | DE | OWNER | D | Control |
| DIXON ODOM HOLDINGS, LLC | DE | OWNER | D | Control |
| MORTON, STEVEN, HENDRIE | I | OWNER/MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| MORTON, STEVEN, HENDRIE | I | OWNER/MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| MORTON, STEVEN, HENDRIE | I | OWNER/MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| MORTON, STEVEN, HENDRIE | I | OWNER/MANAGER | D | Control |
| HONEYCUTT, JOE, R. | I | OWNER | C | Control |
| HONEYCUTT, JOE, R. | I | OWNER | C | Control |
| MORTON, STEVEN, HENDRIE | I | OWNER/MANAGER | C | Control |
| MORTON, STEVEN, HENDRIE | I | OWNER/MANAGER | C | Control |
Registrations
Federal
IA
Aug 29, 2018 REGISTERED
Notice Filings (4)
CA NC NH SC
Address
628 GREEN VALLEY ROAD, SUITE 206GREENSBORO, NC 27408
United States
Phone: 336-294-8585