SEC Form ADV · CIK 1909851

MORTON BROWN FAMILY WEALTH LLC

Registered Investment AdviserPA
$483.5M
Assets Under Management
275
Total Clients
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Registration Details

CIK
1909851
Accession
CRD-292278
Location
ALLENTOWN, PA
Filing Date
May 12, 2026
AUM
$483.5M
Total Clients
275
Amendment
No

About this Adviser

MORTON BROWN FAMILY WEALTH LLC is a registered investment adviser headquartered in ALLENTOWN, PA, managing approximately $483.5M in assets across 275 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.