Abby Morton has been an investment adviser representative at Forefront Wealth Partners since December 2025, and is not listed among the firm’s executive officers or direct owners.
Forefront Wealth Partners, LLC is an Austin, TX firm with $240M under management, 572 clients and 7 advisers across 6 offices, as of its September 2026 filing.
Abby Morton’s longest registration was 3 years at Dentist Advisors (2019–2023). Before joining Forefront Wealth Partners in 2025, Abby Morton was registered through Dentist Advisors.
- Dentist Advisors– · 3 yearsSouth Jordan, UT · Adviser representative · Firm CRD 149559
Investment adviser representative registrations
Abby Morton is registered as an investment adviser representative in Utah, since December 2025.
- UtahSince 3 December 2025
Examinations
No examinations are on Abby Morton’s record.
- Full name
- Abby Nicole Morton
- CRD
- 5813116
- Firm
- Forefront Wealth Partners · CRD 308521
- Office
- 7533 S Center View Court, Suite N, West Jordan, UT 84084
- Registration
- Investment adviser registration
- In the industry since
- April 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Abby Morton work?
Abby Morton is an investment adviser representative registered through Forefront Wealth Partners, LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Abby Morton a financial advisor?
Yes. Abby Morton has a current investment-adviser registration in Utah, through Forefront Wealth Partners since December 2025.
How many years of experience does Abby Morton have?
Abby Morton has 4 years in the financial industry, since April 2022, across 2 adviser firms.
Where did Abby Morton work before Forefront Wealth Partners?
Before Forefront Wealth Partners, Abby Morton was registered through Dentist Advisors, September 2019 to April 2023.
Where is Abby Morton based?
Abby Morton’s registered office is in West Jordan, UT.
Is Abby Morton registered with FINRA?
No. Abby Morton has no current broker registration.
How can I verify Abby Morton’s record?
Search CRD 5813116 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Abby Morton’s full registration record.
