LP Profile

Morton Brown Family Wealth

Also known as morton brown family wealth

Multi Family Office (MFO)Allentown, United StatesFounded 2018
$399M
Assets Under Management
Allentown
Headquarters
Investment Focus

About Morton Brown Family Wealth

Morton Brown Family Wealth provides personalized wealth management services for individuals and families navigating life’s major transitions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Morton Brown Family Wealth from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$483.5M
Total Clients
275
Filing Date
May 12, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Morton Brown Family Wealth across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Morton Brown Family Wealth?

Morton Brown Family Wealth is a multi family office (mfo) based in Allentown, United States, managing approximately $399M in assets.

Where is Morton Brown Family Wealth headquartered?

Morton Brown Family Wealth is headquartered in Allentown, United States.

How much does Morton Brown Family Wealth manage?

Morton Brown Family Wealth manages approximately $399M in assets under management.

When was Morton Brown Family Wealth founded?

Morton Brown Family Wealth was founded in 2018.

How can I contact Morton Brown Family Wealth?

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