MORETON ASSET MANAGEMENT, LLC

CRD #133417 SEC #801-78112 FARMINGTON, UT 801-869-4200

SEC Registered

Total AUM

$4.4B

Discretionary

$4.4B

Employees

Clients

Accounts

152

Firm Details

Organization Type: Limited Liability Company
State of Formation: Utah
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Aug 27, 2025
Branch Offices: 0
LEI: 20-1713107

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
HANSEN, JORDAN, C	I	MANAGING PARTNER	NA	Control
HANSEN, JORDAN, C	I	MANAGING PARTNER	NA	Control
HANSEN, JORDAN, C	I	MANAGING PARTNER	NA	Control
HANSEN, JORDAN, C	I	MANAGING PARTNER	NA	Control
HANSEN, JORDAN, C	I	MANAGING PARTNER	NA	Control
HANSEN, JORDAN, C	I	MANAGING PARTNER	NA	Control
ROBBINS, ANDREW, JAMES	I	CCO AND QUALIFYING OFFICER	NA	Control
ROBBINS, ANDREW, JAMES	I	CCO AND QUALIFYING OFFICER	NA	Control
ROBBINS, ANDREW, JAMES	I	CCO AND QUALIFYING OFFICER	NA	Control
ROBBINS, ANDREW, JAMES	I	CCO AND QUALIFYING OFFICER	NA	Control
ROBBINS, ANDREW, JAMES	I	CCO AND QUALIFYING OFFICER	NA	Control
ROBBINS, ANDREW, JAMES	I	CCO AND QUALIFYING OFFICER	NA	Control
WILLIAMS, JASON, MARK	I	PRESIDENT AND MANAGING PARTNER	NA	Control
WILLIAMS, JASON, MARK	I	PRESIDENT AND MANAGING PARTNER	NA	Control
WILLIAMS, JASON, MARK	I	PRESIDENT AND MANAGING PARTNER	NA	Control
WILLIAMS, JASON, MARK	I	PRESIDENT AND MANAGING PARTNER	NA	Control
WILLIAMS, JASON, MARK	I	PRESIDENT AND MANAGING PARTNER	NA	Control
WILLIAMS, JASON, MARK	I	PRESIDENT AND MANAGING PARTNER	NA	Control
STRATA HOLDINGS, LLC	DE	OWNER	E	Control
STRATA HOLDINGS, LLC	DE	OWNER	E	Control
STRATA HOLDINGS, LLC	DE	OWNER	E	Control
STRATA HOLDINGS, LLC	DE	OWNER	E	Control
STRATA HOLDINGS, LLC	DE	OWNER	E	Control
STRATA HOLDINGS, LLC	DE	OWNER	E	Control
MORETON, WILLIAM, R.	I	MINORITY EQUITY OWNER	C	Control
MORETON, WILLIAM, ROGER	I	MEMBER	C	Control
MORETON, WILLIAM, ROGER	I	MEMBER	C	Control
MORETON, WILLIAM, ROGER	I	MEMBER	C	Control
MORETON, WILLIAM, ROGER	I	MEMBER	C	Control
MORETON, WILLIAM, ROGER	I	MEMBER	C	Control
MORETON, WILLIAM, ROGER	I	MEMBER	C	Control
MORETON, WILLIAM, ROGER	I	MEMBER	C	Control
MORETON, WILLIAM, ROGER	I	MEMBER	C	Control
MORETON, WILLIAM, ROGER	I	MEMBER	C	Control
MORETON, WILLIAM, ROGER	I	MEMBER	C	Control
MORETON, WILLIAM, ROGER	I	MEMBER	C	Control
MORETON, WILLIAM, ROGER	I	MEMBER	C	Control
MORETON, WILLIAM, ROGER	I	MEMBER	C	Control
MORETON, WILLIAM, ROGER	I	MEMBER	C	Control
MORETON, WILLIAM, ROGER	I	MEMBER	C	Control
MORETON, WILLIAM, ROGER	I	MEMBER	C	Control
MORETON, WILLIAM, ROGER	I	MEMBER	C	Control
MORETON, WILLIAM, ROGER	I	MEMBER	C	Control
MORETON, WILLIAM, ROGER	I	MEMBER	C	Control
MORETON, WILLIAM, ROGER	I	MEMBER	C	Control
MORETON, WILLIAM, ROGER	I	MEMBER	C	Control
MORETON, WILLIAM, ROGER	I	MEMBER	C	Control
ROBBINS, ANDREW, JAMES	I	CHIEF COMPLIANCE OFFICER	C	Control
ROBBINS, ANDREW, JAMES	I	CCO AND QUALIFYING OFFICER	C	Control
ROBBINS, ANDREW, JAMES	I	CHIEF COMPLIANCE OFFICER	C	Control
ROBBINS, ANDREW, JAMES	I	CHIEF COMPLIANCE OFFICER	C	Control
ROBBINS, ANDREW, JAMES	I	CHIEF COMPLIANCE OFFICER	C	Control
ROBBINS, ANDREW, JAMES	I	CHIEF COMPLIANCE OFFICER	C	Control
ROBBINS, ANDREW, JAMES	I	CHIEF COMPLIANCE OFFICER	C	Control
ROBBINS, ANDREW, JAMES	I	CHIEF COMPLIANCE OFFICER	C	Control
ROBBINS, ANDREW, JAMES	I	CHIEF COMPLIANCE OFFICER	C	Control
ROBBINS, ANDREW, JAMES	I	CHIEF COMPLIANCE OFFICER	C	Control
ROBBINS, ANDREW, JAMES	I	CHIEF COMPLIANCE OFFICER	C	Control
ROBBINS, ANDREW, JAMES	I	CHIEF COMPLIANCE OFFICER	C	Control
ROBBINS, ANDREW, JAMES	I	CHIEF COMPLIANCE OFFICER	C	Control
ROBBINS, ANDREW, JAMES	I	CHIEF COMPLIANCE OFFICER	C	Control
ROBBINS, ANDREW, JAMES	I	CHIEF COMPLIANCE OFFICER	C	Control
ROBBINS, ANDREW, JAMES	I	CHIEF COMPLIANCE OFFICER	C	Control
ROBBINS, ANDREW, JAMES	I	CHIEF COMPLIANCE OFFICER	C	Control
ROBBINS, ANDREW, JAMES	I	CHIEF COMPLIANCE OFFICER	C	Control
ROBBINS, ANDREW, JAMES	I	CHIEF COMPLIANCE OFFICER	C	Control
ROBBINS, ANDREW, JAMES	I	CHIEF COMPLIANCE OFFICER	C	Control
ROBBINS, ANDREW, JAMES	I	CHIEF COMPLIANCE OFFICER	C	Control
ROBBINS, ANDREW, JAMES	I	CHIEF COMPLIANCE OFFICER	C	Control
ROBBINS, ANDREW, JAMES	I	CHIEF COMPLIANCE OFFICER	C	Control
ROBBINS, ANDREW, JAMES	I	CHIEF COMPLIANCE OFFICER	C	Control
ROBBINS, ANDREW, JAMES	I	CHIEF COMPLIANCE OFFICER	C	Control
WILLIAM MORETON ESTATE	DE	PASSIVE OWNER	C	Control
WILLIAMS, JASON, MARK	I	MANAGING MEMBER	C	Control
WILLIAMS, JASON, MARK	I	PRESIDENT AND MANAGING PARTNER	C	Control
WILLIAMS, JASON, MARK	I	MANAGING MEMBER	C	Control
WILLIAMS, JASON, MARK	I	MANAGING MEMBER	C	Control
WILLIAMS, JASON, MARK	I	MANAGING MEMBER	C	Control
WILLIAMS, JASON, MARK	I	MANAGING MEMBER	C	Control
WILLIAMS, JASON, MARK	I	MANAGING MEMBER	C	Control
WILLIAMS, JASON, MARK	I	MANAGING MEMBER	C	Control
WILLIAMS, JASON, MARK	I	MANAGING MEMBER	C	Control
WILLIAMS, JASON, MARK	I	MANAGING MEMBER	C	Control
WILLIAMS, JASON, MARK	I	MANAGING MEMBER	C	Control
WILLIAMS, JASON, MARK	I	MANAGING MEMBER	C	Control
WILLIAMS, JASON, MARK	I	MANAGING MEMBER	C	Control
WILLIAMS, JASON, MARK	I	MANAGING MEMBER	C	Control
WILLIAMS, JASON, MARK	I	MANAGING MEMBER	C	Control
WILLIAMS, JASON, MARK	I	MANAGING MEMBER	C	Control
WILLIAMS, JASON, MARK	I	MANAGING MEMBER	C	Control
WILLIAMS, JASON, MARK	I	MANAGING MEMBER	C	Control
WILLIAMS, JASON, MARK	I	MANAGING MEMBER	C	Control
WILLIAMS, JASON, MARK	I	MANAGING MEMBER	C	Control
WILLIAMS, JASON, MARK	I	MANAGING MEMBER	C	Control
WILLIAMS, JASON, MARK	I	MANAGING MEMBER	C	Control
WILLIAMS, JASON, MARK	I	MANAGING MEMBER	C	Control
WILLIAMS, JASON, MARK	I	MANAGING MEMBER	C	Control
WILLIAMS, JASON, MARK	I	MANAGING MEMBER	C	Control
HANSEN, JORDAN, C	I	MANAGING PARTNER	B	Control
HANSEN, JORDAN, CHRISTOPHER	I	MANAGING MEMBER	B	Control
HANSEN, JORDAN, CHRISTOPHER	I	MANAGING MEMBER	B	Control
HANSEN, JORDAN, CHRISTOPHER	I	MANAGING MEMBER	B	Control
HANSEN, JORDAN, CHRISTOPHER	I	MANAGING MEMBER	B	Control
HANSEN, JORDAN, CHRISTOPHER	I	MANAGING MEMBER	B	Control
HANSEN, JORDAN, CHRISTOPHER	I	MANAGING MEMBER	B	Control
HANSEN, JORDAN, CHRISTOPHER	I	MANAGING MEMBER	B	Control
HANSEN, JORDAN, CHRISTOPHER	I	MANAGING MEMBER	B	Control
HANSEN, JORDAN, CHRISTOPHER	I	MANAGING MEMBER	B	Control
HANSEN, JORDAN, CHRISTOPHER	I	MANAGING MEMBER	B	Control
HANSEN, JORDAN, CHRISTOPHER	I	MANAGING MEMBER	B	Control
HANSEN, JORDAN, CHRISTOPHER	I	MANAGING MEMBER	B	Control
HANSEN, JORDAN, CHRISTOPHER	I	MANAGING MEMBER	B	Control
HANSEN, JORDAN, CHRISTOPHER	I	MANAGING MEMBER	B	Control
HANSEN, JORDAN, CHRISTOPHER	I	MANAGING MEMBER	B	Control
HANSEN, JORDAN, CHRISTOPHER	I	MANAGING MEMBER	B	Control
HANSEN, JORDAN, CHRISTOPHER	I	MANAGING MEMBER	B	Control
HANSEN, JORDAN, CHRISTOPHER	I	MANAGING MEMBER	B	Control
HANSEN, JORDAN, CHRISTOPHER	I	MANAGING MEMBER	B	Control
HANSEN, JORDAN, CHRISTOPHER	I	MANAGING MEMBER	B	Control
HANSEN, JORDAN, CHRISTOPHER	I	MANAGING MEMBER	B	Control
HANSEN, JORDAN, CHRISTOPHER	I	MANAGING MEMBER	B	Control
HANSEN, JORDAN, CHRISTOPHER	I	MANAGING MEMBER	B	Control
HANSEN, JORDAN, CHRISTOPHER	I	MANAGING MEMBER	B	Control
MORETON, WILLIAM, R.	I	MINORITY EQUITY OWNER	A
MORETON, WILLIAM, R.	I	MINORITY EQUITY OWNER	A
MORETON, WILLIAM, R.	I	MINORITY EQUITY OWNER	A
MORETON, WILLIAM, R.	I	MINORITY EQUITY OWNER	A
MORETON, WILLIAM, R.	I	MINORITY EQUITY OWNER	A
MORETON, WILLIAM, R.	I	MINORITY EQUITY OWNER	A

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
BURNS & ASSOCIATES, INC.	DE	CACHE ASSET MANAGEMENT, LLC	D	Control
BURNS & ASSOCIATES, INC.	DE	CACHE ASSET MANAGEMENT, LLC	D	Control
BURNS & ASSOCIATES, INC.	DE	CACHE ASSET MANAGEMENT, LLC	D	Control
BURNS & ASSOCIATES, INC.	DE	CACHE ASSET MANAGEMENT, LLC	D	Control
BURNS & ASSOCIATES, INC.	DE	CACHE ASSET MANAGEMENT, LLC	D	Control
BURNS & ASSOCIATES, INC.	DE	CACHE ASSET MANAGEMENT, LLC	D	Control
SUISSE FAMILY HOLDINGS	DE	CACHE ASSET MANAGEMENT, LLC	D	Control
SUISSE FAMILY HOLDINGS	DE	CACHE ASSET MANAGEMENT, LLC	D	Control
SUISSE FAMILY HOLDINGS	DE	CACHE ASSET MANAGEMENT, LLC	D	Control
SUISSE FAMILY HOLDINGS	DE	CACHE ASSET MANAGEMENT, LLC	D	Control
SUISSE FAMILY HOLDINGS	DE	CACHE ASSET MANAGEMENT, LLC	D	Control
SUISSE FAMILY HOLDINGS	DE	CACHE ASSET MANAGEMENT, LLC	D	Control
CACHE ASSET MANAGEMENT, LLC	DE	STRATA HOLDINGS, LLC	C
CACHE ASSET MANAGEMENT, LLC	DE	STRATA HOLDINGS, LLC	C
CACHE ASSET MANAGEMENT, LLC	DE	STRATA HOLDINGS, LLC	C
CACHE ASSET MANAGEMENT, LLC	DE	STRATA HOLDINGS, LLC	C
CACHE ASSET MANAGEMENT, LLC	DE	STRATA HOLDINGS, LLC	C
CACHE ASSET MANAGEMENT, LLC	DE	STRATA HOLDINGS, LLC	C
ROBBINS, ANDREW, JAMES	I	STRATA HOLDINGS, LLC	C	Control
ROBBINS, ANDREW, JAMES	I	STRATA HOLDINGS, LLC	C	Control
ROBBINS, ANDREW, JAMES	I	STRATA HOLDINGS, LLC	C	Control
ROBBINS, ANDREW, JAMES	I	STRATA HOLDINGS, LLC	C	Control
ROBBINS, ANDREW, JAMES	I	STRATA HOLDINGS, LLC	C	Control
ROBBINS, ANDREW, JAMES	I	STRATA HOLDINGS, LLC	C	Control
WILLIAMS, JASON, MARK	I	STRATA HOLDINGS, LLC	C	Control
WILLIAMS, JASON, MARK	I	STRATA HOLDINGS, LLC	C	Control
WILLIAMS, JASON, MARK	I	STRATA HOLDINGS, LLC	C	Control
WILLIAMS, JASON, MARK	I	STRATA HOLDINGS, LLC	C	Control
WILLIAMS, JASON, MARK	I	STRATA HOLDINGS, LLC	C	Control
WILLIAMS, JASON, MARK	I	STRATA HOLDINGS, LLC	C	Control

Registrations

Federal

Aug 27, 2025 REGISTERED

Notice Filings (8)

AZ CO ID MT NV TX UT WA

Address

40 N 100 E
FARMINGTON, UT 84025
United States

Phone: 801-869-4200