# Morton Financial Advice LLC

Morton Financial Advice LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://mortonfinancialadvice.com
- **LinkedIn:** https://www.linkedin.com/company/mwsmorton

## Regulatory record

- **CRD number:** 293530
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/293530

## About

MORTON FINANCIAL ADVICE LLC is a state-registered investment adviser. The firm manages approximately $22 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### What is Morton Financial Advice LLC's regulatory status?

Morton Financial Advice LLC is registered as an investment advisor with the SEC, which requires it to meet fiduciary standards and file periodic disclosures. Registration alone does not indicate any specific investment strategy or performance record.

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Last updated: 2026-08-14T12:30:00.000Z

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