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Mor Wealth Management, LLC

● SEC registered since 2025CRD 333022SEC# 801-133014Philadelphia, PA
Export (members)
Reg. AUM
$380.2M
Employees
7
Accounts
826
Location
Philadelphia, PA

Mor Wealth Management, LLC assets under management

Mor Wealth Management, LLC operates as an SEC-registered investment adviser based in Philadelphia, PA. The firm has been registered since 2025. It reports $380.2 million in regulatory assets under management and employs 7 people.
www.morwm.comView on SEC.gov ↗

Mor Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Amy Lennon Killeen ControlChief Compliance Officer, Vice President - OperationsUnder 5%2022
Matthew Oliver Ramer ControlPrincipal And CeoOver 75%2013

Frequently asked questions

How much does Mor Wealth Management, LLC manage?

Mor Wealth Management, LLC reports $380.2 million in regulatory assets under management on its Form ADV.

How many employees does Mor Wealth Management, LLC have?

Mor Wealth Management, LLC reports 7 employees.

Where is Mor Wealth Management, LLC located?

Mor Wealth Management, LLC is based in Philadelphia, PA and has been SEC-registered since 2025.

Does Mor Wealth Management, LLC disclose fund performance?

Mor Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 E Penn Square, Suite 400, Philadelphia, PA 19107
Phone267-930-8300
Office hours9a.m. - 4p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$380.2M
Non-discretionary$0
Total (RAUM)$380.2M