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Morton Wealth Advisors

● SEC registered since 2018CRD 142912SEC# 801-112638Danvers, MA
Export (members)
Reg. AUM
$254.2M
Employees
2
Accounts
417
Location
Danvers, MA

Morton Wealth Advisors assets under management

Morton Wealth Advisors is an SEC-registered investment adviser based in Danvers, MA. The firm has been registered since 2018. It reports $254.2 million in regulatory assets under management and employs 2 people.
www.mwa-am.comView on SEC.gov ↗

Morton Wealth Advisors owners & executives

2 reported
NameTitleOwnershipSince
Michael John Capobianco ControlCco50-75%2006
Randall Jonathan Tavilla ControlDirector50-75%2017

Frequently asked questions

How much does Morton Wealth Advisors manage?

Morton Wealth Advisors reports $254.2 million in regulatory assets under management on its Form ADV.

How many employees does Morton Wealth Advisors have?

Morton Wealth Advisors reports 2 employees.

Where is Morton Wealth Advisors located?

Morton Wealth Advisors is based in Danvers, MA and has been SEC-registered since 2018.

Does Morton Wealth Advisors disclose fund performance?

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

Contact & registration

Address55 Ferncroft Road, Suite 305, Danvers, MA 01923
Phone781-263-1600
Fax781-431-1883
Office hours9:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$254.2M
Non-discretionary$0
Total (RAUM)$254.2M