MORTON WEALTH ADVISORS
Legal name: MWA ASSET MANAGEMENT
CRD #142912 SEC #801-112638 DANVERS, MA 781-263-1600
SEC Registered
Total AUM
$254.2M
Discretionary
$254.2M
Employees
2
Clients
0
Accounts
417
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $254.2M | $254.2M | $0 | 2 | 0 |
| Oct 2024 | $231.3M | $231.3M | $0 | 2 | 0 |
| Mar 2024 | $231.3M | $230M | $1.2M | 2 | 0 |
| Nov 2023 | $184.6M | $184.6M | $0 | 2 | 0 |
| Nov 2023 | $184.6M | $184.6M | $0 | 2 | 0 |
| Sep 2023 | $184.6M | $184.6M | $0 | 2 | 0 |
| Mar 2023 | $184.6M | $184.6M | $0 | 2 | 0 |
| Mar 2022 | $192.5M | $192.5M | $0 | 2 | 0 |
| Jul 2021 | $177.4M | $177.4M | $0 | 2 | 0 |
| May 2021 | $177.4M | $177.4M | $0 | 2 | 0 |
| Jan 2021 | $160.1M | $160.1M | $0 | 2 | 0 |
| Jan 2021 | $160.1M | $160.1M | $0 | 2 | 0 |
| Jan 2021 | $160.1M | $160.1M | $0 | 2 | 0 |
| Aug 2020 | $132.6M | $132.6M | $0 | 2 | 0 |
| Jul 2020 | $132.6M | $132.6M | $0 | 2 | 0 |
| Jun 2020 | $132.6M | $132.6M | $0 | 2 | 0 |
| Jun 2020 | $132.6M | $132.6M | $0 | 2 | 0 |
| Feb 2020 | $132.6M | $132.6M | $0 | 2 | 0 |
| Jan 2020 | $132.6M | $132.6M | $0 | 2 | 0 |
| Jan 2020 | $132.6M | $132.6M | $0 | 2 | 0 |
| Apr 2019 | $116.7M | $116.1M | $611.7K | 2 | 0 |
| Mar 2019 | $116.7M | $116.1M | $611.7K | 2 | 0 |
| Jul 2018 | $106.5M | $105.9M | $633K | 2 | 0 |
| Feb 2018 | $106.5M | $105.9M | $633K | 2 | 0 |
DateMar 2025
Total AUM$254.2M
Discretionary$254.2M
Non-Disc.$0
Employees2
Clients0
DateOct 2024
Total AUM$231.3M
Discretionary$231.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$231.3M
Discretionary$230M
Non-Disc.$1.2M
Employees2
Clients0
DateNov 2023
Total AUM$184.6M
Discretionary$184.6M
Non-Disc.$0
Employees2
Clients0
DateNov 2023
Total AUM$184.6M
Discretionary$184.6M
Non-Disc.$0
Employees2
Clients0
DateSep 2023
Total AUM$184.6M
Discretionary$184.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$184.6M
Discretionary$184.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$192.5M
Discretionary$192.5M
Non-Disc.$0
Employees2
Clients0
DateJul 2021
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees2
Clients0
DateMay 2021
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees2
Clients0
DateJan 2021
Total AUM$160.1M
Discretionary$160.1M
Non-Disc.$0
Employees2
Clients0
DateJan 2021
Total AUM$160.1M
Discretionary$160.1M
Non-Disc.$0
Employees2
Clients0
DateJan 2021
Total AUM$160.1M
Discretionary$160.1M
Non-Disc.$0
Employees2
Clients0
DateAug 2020
Total AUM$132.6M
Discretionary$132.6M
Non-Disc.$0
Employees2
Clients0
DateJul 2020
Total AUM$132.6M
Discretionary$132.6M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$132.6M
Discretionary$132.6M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$132.6M
Discretionary$132.6M
Non-Disc.$0
Employees2
Clients0
DateFeb 2020
Total AUM$132.6M
Discretionary$132.6M
Non-Disc.$0
Employees2
Clients0
DateJan 2020
Total AUM$132.6M
Discretionary$132.6M
Non-Disc.$0
Employees2
Clients0
DateJan 2020
Total AUM$132.6M
Discretionary$132.6M
Non-Disc.$0
Employees2
Clients0
DateApr 2019
Total AUM$116.7M
Discretionary$116.1M
Non-Disc.$611.7K
Employees2
Clients0
DateMar 2019
Total AUM$116.7M
Discretionary$116.1M
Non-Disc.$611.7K
Employees2
Clients0
DateJul 2018
Total AUM$106.5M
Discretionary$105.9M
Non-Disc.$633K
Employees2
Clients0
DateFeb 2018
Total AUM$106.5M
Discretionary$105.9M
Non-Disc.$633K
Employees2
Clients0