| Name | Title | Ownership | Since |
|---|---|---|---|
| Dennis Charles Morton Control | Managing Member, Partner, Financial Advisor | 50-75% | 2018 |
| Kathryn Marie Brown Control | Managing Member, Partner, Financial Advisor And Chief Compliance Officer | 50-75% | 2018 |
Morton Brown Family Wealth LLC reports $399 million in regulatory assets under management on its Form ADV.
Morton Brown Family Wealth LLC reports 8 employees.
Morton Brown Family Wealth LLC is based in Allentown, PA and has been SEC-registered since 2018.
Morton Brown Family Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 600 W. Hamilton Street, Suite 510, Allentown, PA 18101 |
| Phone | 610-709-5072 |
| Fax | 610-709-5073 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1909851 |
| Discloses disciplinary history | No |
| Discretionary | $399M |
| Non-discretionary | $0 |
| Total (RAUM) | $399M |