MOR WEALTH MANAGEMENT, LLC
CRD #333022 SEC #801-133014 PHILADELPHIA, PA 267-930-8300
SEC Registered
Total AUM
$380.2M
Discretionary
$380.2M
Employees
7
Clients
0
Accounts
826
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 22, 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 |
|---|---|---|---|---|
| KILLEEN, AMY, LENNON | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT - OPERATIONS | NA | Control |
| KILLEEN, AMY, LENNON | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT - OPERATIONS | NA | Control |
| KILLEEN, AMY, LENNON | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT - OPERATIONS | NA | Control |
| KILLEEN, AMY, LENNON | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT - OPERATIONS | NA | Control |
| RAMER, MATTHEW, OLIVER | I | PRINCIPAL AND CEO | E | Control |
| RAMER, MATTHEW, OLIVER | I | PRINCIPAL AND CEO | E | Control |
| RAMER, MATTHEW, OLIVER | I | PRINCIPAL AND CEO | E | Control |
| RAMER, MATTHEW, OLIVER | I | PRINCIPAL AND CEO | E | Control |
Registrations
Federal
IA
Aug 22, 2025 REGISTERED
Notice Filings (8)
CA FL MA NH NJ NY PA TX
Address
100 E PENN SQUARESUITE 400
PHILADELPHIA, PA 19107
United States
Phone: 267-930-8300