MORTON BROWN FAMILY WEALTH LLC
CRD #292278 SEC #801-112510 ALLENTOWN, PA 610-709-5072
SEC Registered
Total AUM
$399M
Discretionary
$399M
Employees
8
Clients
101
Accounts
897
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $399M | $399M | $0 | 8 | 10 |
| Jul 2025 | $399M | $399M | $0 | 9 | 10 |
| Jul 2025 | $399M | $399M | $0 | 9 | 10 |
| Feb 2025 | $399M | $399M | $0 | 9 | 10 |
| Feb 2025 | $399M | $399M | $0 | 9 | 10 |
| Jun 2024 | $317.9M | $317.9M | $0 | 9 | 10 |
| Mar 2024 | $317.9M | $317.9M | $0 | 9 | 10 |
| Mar 2024 | $317.9M | $317.9M | $0 | 9 | 10 |
| Nov 2023 | $262.3M | $262.3M | $0 | 8 | 9 |
| Aug 2023 | $262.3M | $262.3M | $0 | 8 | 9 |
| Mar 2023 | $262.3M | $262.3M | $0 | 8 | 9 |
| Mar 2023 | $262.3M | $262.3M | $0 | 8 | 9 |
| Oct 2022 | $251.7M | $251.7M | $0 | 6 | 6 |
| Aug 2022 | $251.7M | $251.7M | $0 | 6 | 6 |
| Jun 2022 | $251.7M | $251.7M | $0 | 6 | 6 |
| Mar 2022 | $251.7M | $251.7M | $0 | 6 | 6 |
| Mar 2022 | $251.7M | $251.7M | $0 | 6 | 6 |
| Mar 2022 | $251.7M | $251.7M | $0 | 6 | 6 |
| Oct 2021 | $179.7M | $179.7M | $0 | 5 | 5 |
| Mar 2021 | $179.7M | $179.7M | $0 | 5 | 5 |
| Mar 2021 | $179.7M | $179.7M | $0 | 5 | 5 |
| Jun 2020 | $140M | $139.9M | $150.1K | 4 | 4 |
| Mar 2020 | $140M | $139.9M | $150.1K | 4 | 4 |
| Mar 2019 | $111.8M | $109M | $2.8M | 5 | 2 |
| Oct 2018 | $113.3M | $113.3M | $0 | 3 | 89 |
| Sep 2018 | $113.3M | $113.3M | $0 | 3 | 89 |
| Jun 2018 | $113.3M | $113.3M | $0 | 3 | 89 |
| Jun 2018 | $113.3M | $113.3M | $0 | 2 | 89 |
| Apr 2018 | $0 | $0 | $0 | 2 | 0 |
| Feb 2018 | $0 | $0 | $0 | 2 | 0 |
| Feb 2018 | $0 | $0 | $0 | 2 | 0 |
| Jan 2018 | $0 | $0 | $0 | 2 | 0 |
DateAug 2025
Total AUM$399M
Discretionary$399M
Non-Disc.$0
Employees8
Clients10
DateJul 2025
Total AUM$399M
Discretionary$399M
Non-Disc.$0
Employees9
Clients10
DateJul 2025
Total AUM$399M
Discretionary$399M
Non-Disc.$0
Employees9
Clients10
DateFeb 2025
Total AUM$399M
Discretionary$399M
Non-Disc.$0
Employees9
Clients10
DateFeb 2025
Total AUM$399M
Discretionary$399M
Non-Disc.$0
Employees9
Clients10
DateJun 2024
Total AUM$317.9M
Discretionary$317.9M
Non-Disc.$0
Employees9
Clients10
DateMar 2024
Total AUM$317.9M
Discretionary$317.9M
Non-Disc.$0
Employees9
Clients10
DateMar 2024
Total AUM$317.9M
Discretionary$317.9M
Non-Disc.$0
Employees9
Clients10
DateNov 2023
Total AUM$262.3M
Discretionary$262.3M
Non-Disc.$0
Employees8
Clients9
DateAug 2023
Total AUM$262.3M
Discretionary$262.3M
Non-Disc.$0
Employees8
Clients9
DateMar 2023
Total AUM$262.3M
Discretionary$262.3M
Non-Disc.$0
Employees8
Clients9
DateMar 2023
Total AUM$262.3M
Discretionary$262.3M
Non-Disc.$0
Employees8
Clients9
DateOct 2022
Total AUM$251.7M
Discretionary$251.7M
Non-Disc.$0
Employees6
Clients6
DateAug 2022
Total AUM$251.7M
Discretionary$251.7M
Non-Disc.$0
Employees6
Clients6
DateJun 2022
Total AUM$251.7M
Discretionary$251.7M
Non-Disc.$0
Employees6
Clients6
DateMar 2022
Total AUM$251.7M
Discretionary$251.7M
Non-Disc.$0
Employees6
Clients6
DateMar 2022
Total AUM$251.7M
Discretionary$251.7M
Non-Disc.$0
Employees6
Clients6
DateMar 2022
Total AUM$251.7M
Discretionary$251.7M
Non-Disc.$0
Employees6
Clients6
DateOct 2021
Total AUM$179.7M
Discretionary$179.7M
Non-Disc.$0
Employees5
Clients5
DateMar 2021
Total AUM$179.7M
Discretionary$179.7M
Non-Disc.$0
Employees5
Clients5
DateMar 2021
Total AUM$179.7M
Discretionary$179.7M
Non-Disc.$0
Employees5
Clients5
DateJun 2020
Total AUM$140M
Discretionary$139.9M
Non-Disc.$150.1K
Employees4
Clients4
DateMar 2020
Total AUM$140M
Discretionary$139.9M
Non-Disc.$150.1K
Employees4
Clients4
DateMar 2019
Total AUM$111.8M
Discretionary$109M
Non-Disc.$2.8M
Employees5
Clients2
DateOct 2018
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees3
Clients89
DateSep 2018
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees3
Clients89
DateJun 2018
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees3
Clients89
DateJun 2018
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees2
Clients89
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0