RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Massachusetts
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 25, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CAPOBIANCO, MICHAEL, JOHNICCOD Control
CAPOBIANCO, MICHAEL, JOHNICCOD Control
CAPOBIANCO, MICHAEL, JOHNICCOD Control
CAPOBIANCO, MICHAEL, JOHNICCOD Control
CAPOBIANCO, MICHAEL, JOHNICCOD Control
CAPOBIANCO, MICHAEL, JOHNICCOD Control
CAPOBIANCO, MICHAEL, JOHNICCOD Control
CAPOBIANCO, MICHAEL, JOHNICCOD Control
CAPOBIANCO, MICHAEL, JOHNICCOD Control
CAPOBIANCO, MICHAEL, JOHNICCOD Control
CAPOBIANCO, MICHAEL, JOHNICCOD Control
CAPOBIANCO, MICHAEL, JOHNICCOD Control
CAPOBIANCO, MICHAEL, JOHNICCOD Control
CAPOBIANCO, MICHAEL, JOHNICCOD Control
CAPOBIANCO, MICHAEL, JOHNICCOD Control
CAPOBIANCO, MICHAEL, JOHNICCOD Control
CAPOBIANCO, MICHAEL, JOHNICCOD Control
CAPOBIANCO, MICHAEL, JOHNICCOD Control
CAPOBIANCO, MICHAEL, JOHNICCOD Control
CAPOBIANCO, MICHAEL, JOHNICCOD Control
CAPOBIANCO, MICHAEL, JOHNICCOD Control
CAPOBIANCO, MICHAEL, JOHNICCOD Control
CAPOBIANCO, MICHAEL, JOHNICCOD Control
CAPOBIANCO, MICHAEL, JOHNICCOD Control
TAVILLA, RANDALL, JONATHANIDIRECTORD Control
TAVILLA, RANDALL, JONATHANIDIRECTORD Control
TAVILLA, RANDALL, JONATHANIDIRECTORD Control
TAVILLA, RANDALL, JONATHANIDIRECTORD Control
TAVILLA, RANDALL, JONATHANIDIRECTORD Control
TAVILLA, RANDALL, JONATHANIDIRECTORD Control
TAVILLA, RANDALL, JONATHANIDIRECTORD Control
TAVILLA, RANDALL, JONATHANIDIRECTORD Control
TAVILLA, RANDALL, JONATHANIDIRECTORD Control
TAVILLA, RANDALL, JONATHANIDIRECTORD Control
TAVILLA, RANDALL, JONATHANIDIRECTORD Control
TAVILLA, RANDALL, JONATHANIDIRECTORD Control
TAVILLA, RANDALL, JONATHANIDIRECTORD Control
TAVILLA, RANDALL, JONATHANIDIRECTORD Control
TAVILLA, RANDALL, JONATHANIDIRECTORD Control
TAVILLA, RANDALL, JONATHANIDIRECTORD Control
TAVILLA, RANDALL, JONATHANIDIRECTORD Control
TAVILLA, RANDALL, JONATHANIDIRECTORD Control
TAVILLA, RANDALL, JONATHANIDIRECTORD Control
TAVILLA, RANDALL, JONATHANIDIRECTORD Control
TAVILLA, RANDALL, JONATHANIDIRECTORD Control
TAVILLA, RANDALL, JONATHANIDIRECTORD Control
TAVILLA, RANDALL, JONATHANIDIRECTORD Control
TAVILLA, RANDALL, JONATHANIDIRECTORD Control

Registrations

Federal

IA
Mar 25, 2025 REGISTERED

Notice Filings (5)

FL MA NH NJ TX

Address

55 FERNCROFT ROAD
SUITE 305
DANVERS, MA 01923
United States
Phone: 781-263-1600