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Wealth Manager • Danvers, United States

Morton Wealth Advisors

Morton Wealth Advisors is a wealth manager based in Danvers, United States, founded in 2006. Verified contact details, AUM data, and investment preferences on FindLPs.

$192M
Assets Under Mgmt
2006
Year Founded
Wealth Manager
Investor Type
Danvers, United States
Headquarters
About

Morton Wealth Advisors

Morton Wealth Advisors is a wealth manager based in Danvers, US. Founded in 2006. Reported AUM: $192M.

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.