Morton Brown Family Wealth provides financial planning, portfolio management for individuals and small businesses, estate planning, and insurance. Financial planning was provided to 101–250 clients last fiscal year.
Morton Brown Family Wealth reports 272 clients. They include 147 individual clients and 125 high-net-worth individuals. Of its assets, 100.0% ($483M across 275 accounts) are managed with discretion. It advised 6 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 54% | 13% |
| High-net-worth individuals | 46% | 86% |
| Corporations and other businesses | Fewer than 5 | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 147 | $61.5M | 12.7% | $419K |
| High-net-worth individuals | 125 | $417M | 86.2% | $3.33M |
| Corporations and other businesses | Fewer than 5 | $5.1M | 1.1% | — |
| Total | 272 | $483M | 100% | — |
- Clients
- 147
- Regulatory AUM
- $61.5M
- AUM share
- 12.7%
- Avg. per client
- $419K
- Clients
- 125
- Regulatory AUM
- $417M
- AUM share
- 86.2%
- Avg. per client
- $3.33M
- Clients
- Fewer than 5
- Regulatory AUM
- $5.1M
- AUM share
- 1.1%
- Avg. per client
- —
Total
- Clients
- 272
- Regulatory AUM
- $483M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 6
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Morton Brown Family Wealth charges 0.50%–1.25% a year for its Investment Advisory Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Stand-alone financial planning and consulting
- Negotiable, generally $2,500 to $15,000 on a project basis, or a flat annual fee paid monthly in advance on an ongoing basis.
Kathryn Brown owns 50% to 75% of Morton Brown Family Wealth. The leadership team of Morton Brown Family Wealth includes Chief Compliance Officer Kathryn Brown. It has 10 employees, 5 of them in advisory roles.
Leadership
- Kathryn BrownManaging Member, Partner, Financial Advisor and Chief Compliance Officer
- Dennis MortonManaging Member, Partner, Financial Advisor
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
Staff
- 10 employees
- 5 in advisory functions
- 6 state-registered reps
- 4 insurance agents
- Owns 50% to 75% of Morton Brown Family Wealth LLC
Kathryn Brown
Control person · since January 2018
- Owns 50% to 75% of Morton Brown Family Wealth LLC
Dennis Morton
Control person · since January 2018
Morton Brown Family Wealth’s regulatory assets grew 2.7× from $180M (March 2021) to $483M (May 2026); clients rose from 143 to 272 and employees from 5 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $483M | 272 | 10 | 1 |
| July 2025 | $399M | 259 | 9 | 1 |
| June 2024 | $318M | 233 | 9 | 1 |
| March 2023 | $262M | 197 | 8 | 1 |
| June 2022 | $252M | 172 | 6 | 1 |
| March 2021 | $180M | 143 | 5 | 1 |
Besides its headquarters, Morton Brown Family Wealth has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 600 W. Hamilton Street, Suite 510, AllentownHQ
Other business names
Morton Brown Family Wealth has reported 1 other business name to the SEC.
- Morton Brown Insurance Agency
Contact and registration details
- Legal name
- Morton Brown Family Wealth LLC
- Headquarters
- 600 W. Hamilton Street, Suite 510, Allentown, PA 18101
- Website
- mortonbrownfw.com
- Phone
- 610-709-5072
- @morton-brown-family-wealth
- SEC file
- 801-112510
- Founded
- 2018
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Morton Brown Family Wealth uses Charles Schwab ($474M) as custodian for its separately managed accounts. Morton Brown Family Wealth has custody of $81M in client assets for 70 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $474M100%
At year end, Morton Brown Family Wealth’s separately managed accounts were mostly in funds (94%). Its reported 13F holdings for the quarter ended 30 June 2026 total $441M across 416 positions; the largest are Schwab U.S. Broad Market ETF (28.0%), Avantis Emerging Markets Equity ETF (10.5%) and Vanguard FTSE Developed Markets ETF (8.6%).
What the accounts hold
- Stocks3%
- Funds94%
- Bonds2%
- Cash1%
Reported 13F holdings
- $441M
- Reported 13F value
- 416
- Positions
- 79.7%
- In the 10 largest
- +16.6%
- Value vs. prior quarter
- Schwab U.S. Broad Market ETFETF28.0%
- Avantis Emerging Markets Equity ETFETF10.5%
- Vanguard FTSE Developed Markets ETFETF8.6%
- Avantis U.S. Small Cap Value ETFETF7.0%
- Avantis International Small Cap Value ETFETF6.0%
- iShares National Muni Bond ETFETF4.9%
- Schwab Intermediate-term US Treasury ETFETF4.3%
- State Street SPDR S&P 500 ETFETF3.8%
- Vanguard Intermediate-term Corporate Bond ETFETF3.4%
- iShares Global REIT ETFETF3.3%
Together, the ten largest are 79.7% of reported value.
How many clients does Morton Brown Family Wealth have?
Morton Brown Family Wealth has 272 clients and manages $483 million for them, as of May 2026. They include 147 individual clients and 125 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 May 2026
What services does Morton Brown Family Wealth offer?
Morton Brown Family Wealth provides financial planning, portfolio management for individuals and small businesses, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Morton Brown Family Wealth charge?
Morton Brown Family Wealth charges 0.50%–1.25% a year for its Investment Advisory Services. The fee is billed in advance and is negotiable.
Which custodians does Morton Brown Family Wealth use?
Morton Brown Family Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $474M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 May 2026
How many financial advisors does Morton Brown Family Wealth have?
Morton Brown Family Wealth has 6 investment adviser representatives registered with state securities authorities, out of 10 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Morton Brown Family Wealth invest in?
At the end of its last fiscal year, Morton Brown Family Wealth’s separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities, 2% state and local bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Morton Brown Family Wealth?
Morton Brown Family Wealth’s direct owners are Kathryn Brown (50% to 75%) and Dennis Morton (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 12 May 2026
How does Morton Brown Family Wealth get paid?
Morton Brown Family Wealth is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Morton Brown Family Wealth?
Morton Brown Family Wealth’s main office is at 600 W. Hamilton Street, Suite 510, Allentown, PA 18101. Its phone number is 610-709-5072. Its website is mortonbrownfw.com.