Morton Wealth
Finance · California, United States · 51-200 Employees
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Overview
Headquarters
27200 Agoura Rd Ste 200, Calabasas, Cali...Phone Number
(818) 222-4727Website
www.mortonwealth.comRevenue
$11.1 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
Feb
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May
ZI Rank
3
2
2
2
2
2
About Morton Wealth
Morton Capital Management, founded in 1981 and headquartered in Calabasas, California, is a registered investment advisory firm that provides comprehensive financial planning and investment services. The company specializes in wealth management solutions for individuals, families, and business owners across multiple locations. As a B2B financial services provider, Morton Capital offers retirement planning services including 401(k) plans, while maintaining a focus on building expertise and fostering a strong organizational culture in the investment industry.Explore more
Morton Wealth Org Chart
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Activity Insights
Morton Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
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Morton Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Morton Wealth.
Morton Wealth financials insights
Gather financial insights about Morton Wealth, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Morton Wealth Tech Stack
A closer look at the technologies used by Morton Wealth
Most Recent Scoops
Executive Move
Executive Moves, Board of Directors
Award
Award
Funding
Morton Wealth has received an SBA PPP loan for $350,000-1 million from American Business Bank.
Project
A mid-level source has indicated that initiatives related to workforce management have been completed within the last six months in the operations department. Dan Charoenrath currently serves as Director, Client Operations.
Request for Proposal (RFP), Workforce Management
Project
Request for Proposal (RFP), Enterprise Software, Operating Systems
Morton Wealth News & Media
Morton Capital adds Director of Advisory Services, Brandon McKerney, to its growing team
CALABASAS, Calif., Nov. 4, 2021 /PRNewswire/ -- Morton Capital, an RIA with over 1,000 households and $2.4B AUM, is pleased to announce a new senior executive hire. Brandon McKerney, CFP®, will serve as Director of Advisory Services, continuing his decade-long successful career in the...Morton Capital Launches a New Digital Experience That Raises the Bar on Traditional Financial Websites
CALABASAS, Calif., Oct. 7, 2021 /PRNewswire/ -- Morton Capital, a rising star in the alternative investment and RIA space, launched its highly dynamic new website this week. The vision of the website redevelopment, which began in late 2020, was to create a custom digital experience that...
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Morton Capital Management, founded in 1981 and headquartered in Calabasas, California, is a registered investment advisory firm that provides comprehensive financial planning and investment services. The company specializes in wealth management solutions for individuals, families, and business owners across multiple locations. As a B2B financial se... Read More
