Investment adviser · CRD 142912
MWA ASSET MANAGEMENT
Investment adviser filing (IA)
MORTON WEALTH ADVISORS
DANVERS, MA, United States · Form ADV filed Mar 3, 2026
- Regulatory AUM
- $306M Form ADV · Item 5.F
- Client accounts
- 433 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 93 | $267,891,453 | 87.7% |
| Individuals | 87 | $34,358,109 | 11.2% |
| Retirement plans | Fewer than 5 | $3,278,703 | 1.1% |
Filing source
Form ADV 2060646 · Mar 3, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 3, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
55 FERNCROFT ROAD, SUITE 305DANVERS, MA, 01923, United States
CRD 142912
Filing source
Form ADV 2060646 · Mar 3, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.