MORETON ASSET MANAGEMENT, LLC
CRD #133417 SEC #801-78112 FARMINGTON, UT 801-869-4200
SEC Registered
Total AUM
$4.4B
Discretionary
$4.4B
Employees
6
Clients
0
Accounts
152
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $4.4B | $4.4B | $0 | 6 | 0 |
| Apr 2025 | $4.1B | $4.1B | $0 | 7 | 0 |
| Mar 2025 | $4.1B | $4.1B | $0 | 7 | 0 |
| Jul 2024 | $3.8B | $3.8B | $0 | 6 | 0 |
| Feb 2024 | $3.8B | $3.8B | $0 | 5 | 0 |
| Mar 2023 | $3.5B | $3.5B | $0 | 6 | 0 |
| Mar 2022 | $2.5B | $2.5B | $0 | 6 | 0 |
| Aug 2021 | $2.2B | $2.2B | $0 | 6 | 0 |
| Feb 2021 | $2B | $2B | $0 | 5 | 0 |
| Oct 2020 | $1.9B | $1.9B | $0 | 6 | 0 |
| Feb 2020 | $1.9B | $1.9B | $0 | 6 | 0 |
| Dec 2019 | $1.9B | $1.9B | $0 | 7 | 0 |
| Dec 2019 | $1.9B | $1.9B | $0 | 6 | 0 |
| Nov 2019 | $1.9B | $1.9B | $0 | 6 | 0 |
| Apr 2019 | $1.7B | $1.7B | $0 | 6 | 0 |
| Jan 2019 | $1.7B | $1.7B | $0 | 6 | 0 |
| Jan 2018 | $1B | $1B | $0 | 6 | 0 |
| Oct 2017 | $881M | $881M | $0 | 6 | 0 |
| Jul 2017 | $724M | $724M | $0 | 6 | 26 |
| Mar 2017 | $724M | $724M | $0 | 6 | 26 |
| Feb 2017 | $724M | $724M | $0 | 6 | 26 |
| May 2016 | $582M | $571M | $11M | 6 | 26 |
| Feb 2016 | $582M | $571M | $11M | 6 | 26 |
| Jul 2015 | $430M | $417M | $13M | 6 | 26 |
| May 2015 | $421M | $408M | $13M | 6 | 26 |
| Feb 2015 | $411M | $397M | $14M | 6 | 26 |
| Sep 2014 | $256.5M | $254M | $2.5M | 7 | 26 |
| Mar 2014 | $256.5M | $254M | $2.5M | 7 | 26 |
| Feb 2014 | $256.5M | $254M | $2.5M | 7 | 26 |
| Nov 2013 | $172M | $170M | $2M | 6 | 11 |
| May 2013 | $107M | $105M | $2M | 6 | 11 |
DateAug 2025
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees6
Clients0
DateApr 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees7
Clients0
DateJul 2024
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees6
Clients0
DateAug 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees6
Clients0
DateFeb 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees6
Clients0
DateFeb 2020
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees6
Clients0
DateDec 2019
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees7
Clients0
DateDec 2019
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees6
Clients0
DateNov 2019
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees6
Clients0
DateApr 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees6
Clients0
DateJan 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees6
Clients0
DateJan 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees6
Clients0
DateOct 2017
Total AUM$881M
Discretionary$881M
Non-Disc.$0
Employees6
Clients0
DateJul 2017
Total AUM$724M
Discretionary$724M
Non-Disc.$0
Employees6
Clients26
DateMar 2017
Total AUM$724M
Discretionary$724M
Non-Disc.$0
Employees6
Clients26
DateFeb 2017
Total AUM$724M
Discretionary$724M
Non-Disc.$0
Employees6
Clients26
DateMay 2016
Total AUM$582M
Discretionary$571M
Non-Disc.$11M
Employees6
Clients26
DateFeb 2016
Total AUM$582M
Discretionary$571M
Non-Disc.$11M
Employees6
Clients26
DateJul 2015
Total AUM$430M
Discretionary$417M
Non-Disc.$13M
Employees6
Clients26
DateMay 2015
Total AUM$421M
Discretionary$408M
Non-Disc.$13M
Employees6
Clients26
DateFeb 2015
Total AUM$411M
Discretionary$397M
Non-Disc.$14M
Employees6
Clients26
DateSep 2014
Total AUM$256.5M
Discretionary$254M
Non-Disc.$2.5M
Employees7
Clients26
DateMar 2014
Total AUM$256.5M
Discretionary$254M
Non-Disc.$2.5M
Employees7
Clients26
DateFeb 2014
Total AUM$256.5M
Discretionary$254M
Non-Disc.$2.5M
Employees7
Clients26
DateNov 2013
Total AUM$172M
Discretionary$170M
Non-Disc.$2M
Employees6
Clients11
DateMay 2013
Total AUM$107M
Discretionary$105M
Non-Disc.$2M
Employees6
Clients11