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Fund Manager

Morton Wealth

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MW
Morton Wealth

Fund Manager

Primary Strategy: Securitized Assets

Year Founded: 1983

Number of Employees: 69

Ownership: Privately Held

Year End: December

Description

Our process is simple: it is all about you, your family and future. At Morton, we believe that wealth must be managed personally if it is to truly enhance your life. This core value deeply resonates with our clients, many of whom have been with us for decades. It is the central focus of our team and the driver of our advice.   It’s why, from our inception, we rejected the traditional model

Contact

Website: Link to website

LinkedIn: linkedin.com/company/mortonwealth

Address

27200 Agoura Road, Suite 200, Calabasas, California, United States

Date

As of: September 30, 2025

Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
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By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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