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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BROWN, KATHRYN, MARIE | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, KATHRYN, MARIE | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, KATHRYN, MARIE | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, KATHRYN, MARIE | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, KATHRYN, MARIE | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, KATHRYN, MARIE | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, KATHRYN, MARIE | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, KATHRYN, MARIE | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, KATHRYN, MARIE | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, KATHRYN, MARIE | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, KATHRYN, MARIE | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, KATHRYN, MARIE | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, KATHRYN, MARIE | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, KATHRYN, MARIE | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, KATHRYN, MARIE | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, KATHRYN, MARIE | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, KATHRYN, MARIE | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, KATHRYN, MARIE | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, KATHRYN, MARIE | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, KATHRYN, MARIE | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, KATHRYN, MARIE | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, KATHRYN, MARIE | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, KATHRYN, MARIE | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, KATHRYN, MARIE | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, KATHRYN, MARIE | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, KATHRYN, MARIE | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, KATHRYN, MARIE | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, KATHRYN, MARIE | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, KATHRYN, MARIE | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, KATHRYN, MARIE | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, KATHRYN, MARIE | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, KATHRYN, MARIE | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| MORTON, DENNIS, CHARLES | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | D | Control |
| MORTON, DENNIS, CHARLES | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | D | Control |
| MORTON, DENNIS, CHARLES | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | D | Control |
| MORTON, DENNIS, CHARLES | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | D | Control |
| MORTON, DENNIS, CHARLES | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | D | Control |
| MORTON, DENNIS, CHARLES | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | D | Control |
| MORTON, DENNIS, CHARLES | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | D | Control |
| MORTON, DENNIS, CHARLES | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | D | Control |
| MORTON, DENNIS, CHARLES | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | D | Control |
| MORTON, DENNIS, CHARLES | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | D | Control |
| MORTON, DENNIS, CHARLES | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | D | Control |
| MORTON, DENNIS, CHARLES | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | D | Control |
| MORTON, DENNIS, CHARLES | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | D | Control |
| MORTON, DENNIS, CHARLES | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | D | Control |
| MORTON, DENNIS, CHARLES | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | D | Control |
| MORTON, DENNIS, CHARLES | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | D | Control |
| MORTON, DENNIS, CHARLES | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | D | Control |
| MORTON, DENNIS, CHARLES | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | D | Control |
| MORTON, DENNIS, CHARLES | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | D | Control |
| MORTON, DENNIS, CHARLES | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | D | Control |
| MORTON, DENNIS, CHARLES | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | D | Control |
| MORTON, DENNIS, CHARLES | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | D | Control |
| MORTON, DENNIS, CHARLES | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | D | Control |
| MORTON, DENNIS, CHARLES | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | D | Control |
| MORTON, DENNIS, CHARLES | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | D | Control |
| MORTON, DENNIS, CHARLES | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | D | Control |
| MORTON, DENNIS, CHARLES | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | D | Control |
| MORTON, DENNIS, CHARLES | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | D | Control |
| MORTON, DENNIS, CHARLES | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | D | Control |
| MORTON, DENNIS, CHARLES | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | D | Control |
| MORTON, DENNIS, CHARLES | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | D | Control |
| MORTON, DENNIS, CHARLES | I | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | D | Control |
Registrations
Federal
IA
Aug 27, 2025 REGISTERED
Notice Filings (6)
FL MD NE NJ PA TX
Address
600 W. HAMILTON STREETSUITE 510
ALLENTOWN, PA 18101
United States
Phone: 610-709-5072