MORTON WEALTH MANAGEMENT LLC
SEC file number 801-56673
· GREENSBORO, NC
https://morton.edu ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$426.8M
Discretionary AUM
$426.8M
Employees
9
Clients
1
Firm
- Address
- 628 GREEN VALLEY ROAD, SUITE 206
GREENSBORO, NC 27408 - Phone
- —
- Website
- https://morton.edu
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
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- Strata Solas Wealth Management LLC Medium name-match confidence · CIK 2105970 · DE
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Private Wealth Asset Management, LLC · D · Aug 21, 2026$5.7M
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ARCADIA WEALTH MANAGEMENT LLC\GA · D · Apr 29, 2026
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WebFX Management Holdings, LLC · D/A · Mar 9, 2026
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Redstone Wealth Management Co., Ltd. · D · Feb 20, 2026$100M
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Strata Solas Wealth Management LLC · D · Jan 20, 2026
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US Wealth Management Ventures, LLC · D · Nov 24, 2025$5M
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Cantata Wealth Management, LLC · D/A · Oct 10, 2025$2M
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North Haven Capital Partners VIII Non-U.S. Wealth Management Partners LP · D/A · Aug 5, 2025
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WebFX Management Holdings, LLC · D/A · Mar 7, 2025
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Cantata Wealth Management, LLC · D · Feb 19, 2025$2M
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North Haven Capital Partners VIII Non-U.S. Wealth Management Partners LP · D/A · Jan 30, 2025