MORTON CAPITAL MANAGEMENT, LLC
Legal name: MORTON WEALTH
CRD #141250 SEC #801-67025 CALABASAS, CA 818-222-4727
SEC Registered Private Funds
Total AUM
$3B
Discretionary
$2.9B
Employees
57
Clients
51
Accounts
3,622
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $3B | $2.9B | $27.7M | 57 | 3 |
| Mar 2025 | $3B | $2.9B | $27.7M | 57 | 3 |
| May 2024 | $2.6B | $2.6B | $21.9M | 55 | 0 |
| Apr 2024 | $2.6B | $2.6B | $21.9M | 55 | 0 |
| Mar 2024 | $2.6B | $2.6B | $21.9M | 55 | 0 |
| May 2023 | $2.4B | $2.3B | $35.4M | 53 | 0 |
| Mar 2023 | $2.4B | $2.3B | $35.4M | 53 | 0 |
| Mar 2023 | $2.4B | $2.3B | $35.4M | 53 | 0 |
| Mar 2022 | $2.4B | $2.4B | $41M | 56 | 0 |
| Jan 2022 | $2.2B | $2.1B | $90.4M | 47 | 0 |
| Nov 2021 | $2.2B | $2.1B | $90.4M | 47 | 0 |
| Jun 2021 | $2.2B | $2.1B | $90.4M | 47 | 0 |
| Mar 2021 | $2.2B | $2.1B | $90.4M | 47 | 0 |
| Mar 2021 | $2.2B | $2.1B | $90.4M | 47 | 0 |
| Nov 2020 | $2B | $2B | $86.4M | 40 | 0 |
| Jun 2020 | $2B | $2B | $86.4M | 40 | 0 |
| Jun 2020 | $2B | $2B | $86.4M | 40 | 0 |
| Mar 2020 | $2B | $2B | $86.4M | 40 | 0 |
| Jul 2019 | $1.8B | $1.7B | $71.9M | 35 | 0 |
| Mar 2019 | $1.8B | $1.7B | $71.9M | 35 | 0 |
| Aug 2018 | $1.8B | $1.7B | $84M | 32 | 0 |
| Mar 2018 | $1.8B | $1.7B | $84M | 32 | 0 |
| Sep 2017 | $1.6B | $1.6B | $73.3M | 28 | 900 |
| Jun 2017 | $1.6B | $1.6B | $73.3M | 29 | 900 |
| May 2017 | $1.6B | $1.6B | $73.3M | 29 | 900 |
| Mar 2017 | $1.6B | $1.6B | $73.3M | 29 | 900 |
| Nov 2016 | $1.5B | $1.4B | $126.1M | 24 | 800 |
| May 2016 | $1.5B | $1.4B | $126.1M | 24 | 800 |
| Mar 2016 | $1.5B | $1.4B | $128.3M | 24 | 800 |
| May 2015 | $1.4B | $1.2B | $194.5M | 22 | 700 |
| Mar 2015 | $1.4B | $1.2B | $194.5M | 22 | 700 |
| Oct 2014 | $1.5B | $1.2B | $223.4M | 23 | 700 |
| Jul 2014 | $1.3B | $1.1B | $172.3M | 22 | 700 |
| Mar 2014 | $1.3B | $1.1B | $172.3M | 22 | 700 |
| Mar 2014 | $1.1B | $1B | $55M | 22 | 700 |
| Dec 2013 | $1.1B | $1B | $55M | 22 | 700 |
| Nov 2013 | $1.1B | $1B | $55M | 22 | 700 |
| Oct 2013 | $1.1B | $1B | $55M | 22 | 700 |
| Jul 2013 | $1.1B | $1B | $55M | 22 | 700 |
| Apr 2013 | $1.1B | $1B | $55M | 22 | 700 |
| Apr 2013 | $1.1B | $1B | $55M | 22 | 700 |
| Mar 2013 | $1.1B | $1B | $55M | 22 | 700 |
| Jan 2013 | $946.3M | $940.8M | $5.5M | 23 | 700 |
| Jan 2013 | $946.3M | $940.8M | $5.5M | 23 | 700 |
| Jul 2012 | $946.3M | $940.8M | $5.5M | 11 | 700 |
| Mar 2012 | $928.5M | $790.6M | $137.8M | 11 | 700 |
| Aug 2011 | $1.1B | $922.7M | $142.1M | -- | -- |
| Mar 2009 | $759.4M | $756.7M | $2.7M | -- | -- |
| Mar 2007 | $892.1M | $890.5M | $1.6M | -- | -- |
| Mar 2007 | $892.1M | $890.5M | $1.6M | -- | -- |
DateMay 2025
Total AUM$3B
Discretionary$2.9B
Non-Disc.$27.7M
Employees57
Clients3
DateMar 2025
Total AUM$3B
Discretionary$2.9B
Non-Disc.$27.7M
Employees57
Clients3
DateMay 2024
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$21.9M
Employees55
Clients0
DateApr 2024
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$21.9M
Employees55
Clients0
DateMar 2024
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$21.9M
Employees55
Clients0
DateMay 2023
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$35.4M
Employees53
Clients0
DateMar 2023
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$35.4M
Employees53
Clients0
DateMar 2023
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$35.4M
Employees53
Clients0
DateMar 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$41M
Employees56
Clients0
DateJan 2022
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$90.4M
Employees47
Clients0
DateNov 2021
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$90.4M
Employees47
Clients0
DateJun 2021
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$90.4M
Employees47
Clients0
DateMar 2021
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$90.4M
Employees47
Clients0
DateMar 2021
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$90.4M
Employees47
Clients0
DateNov 2020
Total AUM$2B
Discretionary$2B
Non-Disc.$86.4M
Employees40
Clients0
DateJun 2020
Total AUM$2B
Discretionary$2B
Non-Disc.$86.4M
Employees40
Clients0
DateJun 2020
Total AUM$2B
Discretionary$2B
Non-Disc.$86.4M
Employees40
Clients0
DateMar 2020
Total AUM$2B
Discretionary$2B
Non-Disc.$86.4M
Employees40
Clients0
DateJul 2019
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$71.9M
Employees35
Clients0
DateMar 2019
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$71.9M
Employees35
Clients0
DateAug 2018
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$84M
Employees32
Clients0
DateMar 2018
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$84M
Employees32
Clients0
DateSep 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$73.3M
Employees28
Clients900
DateJun 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$73.3M
Employees29
Clients900
DateMay 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$73.3M
Employees29
Clients900
DateMar 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$73.3M
Employees29
Clients900
DateNov 2016
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$126.1M
Employees24
Clients800
DateMay 2016
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$126.1M
Employees24
Clients800
DateMar 2016
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$128.3M
Employees24
Clients800
DateMay 2015
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$194.5M
Employees22
Clients700
DateMar 2015
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$194.5M
Employees22
Clients700
DateOct 2014
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$223.4M
Employees23
Clients700
DateJul 2014
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$172.3M
Employees22
Clients700
DateMar 2014
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$172.3M
Employees22
Clients700
DateMar 2014
Total AUM$1.1B
Discretionary$1B
Non-Disc.$55M
Employees22
Clients700
DateDec 2013
Total AUM$1.1B
Discretionary$1B
Non-Disc.$55M
Employees22
Clients700
DateNov 2013
Total AUM$1.1B
Discretionary$1B
Non-Disc.$55M
Employees22
Clients700
DateOct 2013
Total AUM$1.1B
Discretionary$1B
Non-Disc.$55M
Employees22
Clients700
DateJul 2013
Total AUM$1.1B
Discretionary$1B
Non-Disc.$55M
Employees22
Clients700
DateApr 2013
Total AUM$1.1B
Discretionary$1B
Non-Disc.$55M
Employees22
Clients700
DateApr 2013
Total AUM$1.1B
Discretionary$1B
Non-Disc.$55M
Employees22
Clients700
DateMar 2013
Total AUM$1.1B
Discretionary$1B
Non-Disc.$55M
Employees22
Clients700
DateJan 2013
Total AUM$946.3M
Discretionary$940.8M
Non-Disc.$5.5M
Employees23
Clients700
DateJan 2013
Total AUM$946.3M
Discretionary$940.8M
Non-Disc.$5.5M
Employees23
Clients700
DateJul 2012
Total AUM$946.3M
Discretionary$940.8M
Non-Disc.$5.5M
Employees11
Clients700
DateMar 2012
Total AUM$928.5M
Discretionary$790.6M
Non-Disc.$137.8M
Employees11
Clients700
DateAug 2011
Total AUM$1.1B
Discretionary$922.7M
Non-Disc.$142.1M
Employees--
Clients--
DateMar 2009
Total AUM$759.4M
Discretionary$756.7M
Non-Disc.$2.7M
Employees--
Clients--
DateMar 2007
Total AUM$892.1M
Discretionary$890.5M
Non-Disc.$1.6M
Employees--
Clients--
DateMar 2007
Total AUM$892.1M
Discretionary$890.5M
Non-Disc.$1.6M
Employees--
Clients--