Morton Wealth
Morton Wealth is a fee-only RIA managing $3.5B across 1,200+ high-net-worth families, providing team-based comprehensive financial planning, alternative-inclusive investment management, and business succession services, with a Modearn sub-brand targeting younger investors.
- Company typePrivate
- Founded1981
- HeadquartersCalabasas, United States
- Headcount51–100
- GTM typeB2C
- OfferingServices
What Morton Wealth does
Morton Wealth, operating as the DBA of Morton Capital Management, LLC, is a fee-only registered investment advisor founded in 1981 and headquartered in Calabasas, California. The firm manages approximately $3.5 billion in assets across 1,200+ families, serving high-net-worth individuals and families, business owners preparing for exits or transitions, and (via its Modearn sub-brand) Millennials and Gen X investors. Its core offering is the proprietary 'Empower Process' — a five-component financial planning methodology covering cash flow, insurance, taxes, estate, and investments — delivered through a team-based advisory model rather than a single silo advisor. Technology infrastructure is built on third-party fintech platforms (eMoney for planning, Tamarac-powered client portal) and the Modearn mobile app, with no proprietary trading or planning systems developed in-house.
The firm's investment philosophy centers on three tenets — risk management, true diversification, and cash flow — and emphasizes a 'farm-to-table' approach that includes alternatives such as private lending, gold, essential housing, and asset-based lending, accessed through a curated network of external managers rather than internally managed products. Revenue is generated exclusively through recurring AUM-based advisory fees under a fee-only compensation model that aligns advisor incentives with client outcomes. Distribution is direct-advisory, supported by a substantial content marketing engine (Couchside Conversations podcast, webinars, blogs, white papers), an annual Investor Symposium held at Westlake Village Inn, and earned media in financial trade publications.
Morton Wealth is privately held and founder/management-owned, with no disclosed institutional or outside investor ownership. Leadership includes CEO Jeff Sarti (Stanford, UCLA Anderson, CFA), CIO Meghan Pinchuk (UCLA, CFA, CFP), and COO/CMO Stacey McKinnon, supported by a partner team with deep tenure (multiple advisors with 20–45+ years of experience). Geographic service is concentrated in Southern California, with the recent Modearn sub-brand representing the firm's primary move to broaden demographic reach beyond traditional HNW clients.
Morton Wealth firmographics
Firmographics- Name
- Morton Wealth
- Legal name
- Morton Capital Management, LLC
- Website
- https://mortonwealth.com
- Company type
- Private
- Founded year
- 1981
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Morton Wealth is a fee-only RIA managing $3.5B across 1,200+ high-net-worth families, providing team-based comprehensive financial planning, alternative-inclusive investment management, and business succession services, with a Modearn sub-brand targeting younger investors.
- Ownership category
- akta.pro rank
Morton Wealth industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
- akta.pro secondary industries
- Affluent / Mass-Affluent Private Banking (FSABADAC), Directed Trust & Trust Advisory Services (FSAAANAK)
Keywords
Where Morton Wealth is headquartered
LocationHeadquarters
- HQ city
- Calabasas
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Morton Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Assets Under Management (AUM) Fees: As a registered investment advisor, Morton Wealth generates revenue through fees based on assets under management. The firm manages over $3.5 billion in assets across 1,200+ families. Fee-only advisory model aligns advisor incentives with client outcomes.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels7 records
Morton Wealth product offering
Product offeringCore offering
Morton Wealth is a fee-only registered investment advisor that delivers comprehensive wealth management services to over 1,200 families managing more than $3.5 billion in assets. Its core offering centers on the Empower Process financial planning methodology and a team-based investment advisory model covering cash flow planning, insurance, taxes, estate planning, retirement planning, and investment management with access to alternatives such as private lending, real estate, and gold.
Product overview
Morton Wealth is a full-service registered investment advisor offering comprehensive wealth management through a unified platform combining financial planning, investment management, and advisory services. The core offering centers on the Empower Process—a five-component methodology covering cash flow, insurance, taxes, estate, and investments—delivered via a team-based advisory model. The firm differentiates through a sub-brand called Modearn targeting Millennials and Gen X investors, which includes a mobile app with direct messaging. Additional offerings include the annual Investor Symposium educational event featuring external speakers. The investment philosophy emphasizes three tenets: risk management, true diversification, and cash flow, with access to alternative investments including private lending, real estate, and gold strategies.
Differentiator
Problem solved
Functional benefit
Brands
- Modearn: A service offering targeting Millennials and Gen X clients, providing wealth management, career coaching, executive compensation benefits, and business enterprise value optimization services.
Products and services
- Morton Wealth Comprehensive Wealth Management Full-service fee-only wealth management for high-net-worth individuals and families, combining financial planning, investment management, estate planning, tax optimization, and business succession advisory delivered through a team-based model.
- Modearn Specialized wealth management service for Millennials and Gen X clients covering career opportunities, executive compensation optimization, business enterprise value enhancement, tax savings strategies, concentrated stock liquidation support, investment management, insurance and estate strategies, education savings, and spending strategies.
Quantifiable outcome
- Manages $3.5 billion in assets across 1,200+ families
- +1 more outcomes
Companies that use Morton Wealth
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles3 records
Morton Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Morton Wealth partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core.
- Dimensional Fund AdvisorscoreDimensional's Stephen deMan presented at Morton Wealth's 2025 Investor Symposium on 'The Power of AI,' exploring how data-driven innovation is shaping the future of finance and what it means for portfolios.
- VanEckcoreVanEck's Axel Merk presented on 'Weaving Resiliency with Gold in a Volatile World,' discussing how gold can serve as a resilient thread in portfolios during economic uncertainty.
- Grubb PropertiescoreGrubb Properties' Clay Grubb presented on 'Targeting Opportunities in Essential Housing Investments,' exploring how investing in essential housing delivers stable returns while addressing societal needs.
- Cordillera Investment PartnerscoreCordillera Investment Partners' Ashley Marks presented on 'Off the Beaten Path: Investing in Whiskey, Marinas & More,' exploring unique alternative investments offering diversification and potential for outsized returns.
- Proterra Investment PartnerscoreProterra Investment Partners' Rich Gammill presented on 'From Farm to Portfolio: How Food Lending Delivers Cash Flow,' examining how lending in the food sector produces steady, recession-resistant cash flow.
- WhiteHawk Capital PartnerscoreWhiteHawk Capital Partners' John Ahn presented on 'Asset-Based Lending: How It's All About the Collateral and Downside Protection,' explaining how asset-based lending prioritizes collateral to protect against downside risk.
- Stormfield CapitalcoreStormfield Capital's Wesley Carpenter and Ian Rennick presented on 'Generating Income Through Real Estate Lending,' demonstrating how private lending in real estate can provide consistent income with strong collateral backing.
- KeystonecoreKeystone's Brad Allen and Michael Grosslight presented on 'Building Durable Income Through Diversified Credit,' uncovering how diversified credit strategies provide reliable income and enhance portfolio stability.
- KCB Real EstatecoreKCB Real Estate's Peter Knell presented on 'Finding Opportunities in Real Estate,' sharing insights into current real estate trends and how to identify attractive opportunities in today's market.
- Merk InvestmentscoreMerk Investments' Axel Merk presented on gold's role as a portfolio stabilizer, with Merk known for creating the first U.S.-based physical gold ETF with patented delivery process.
Scale indicators3 records
Recent moves6 records
Expansion highlights4 records
Morton Wealth competitors and assessment
Company assessmentDirect peers
- EP Wealth Advisors: Fee-only, employee-owned RIA with a comparable HNW, team-based advisory model in the Western U.S., serving clients with comprehensive financial planning and investment management. EP Wealth is explicitly referenced in Morton's own search keywords, underscoring the direct head-to-head positioning in the LA/SoCal market.
- Mariner Wealth Advisors: Large national RIA providing wealth advisory, tax, estate, and retirement plan services to HNW individuals and families. Direct competitor in the comprehensive financial planning model and a likely roll-up consolidator in the RIA space.
- Edelman Financial Engines: Large national RIA providing wealth planning, investment management, and advice to HNW households, including business owners and corporate executives. Competes directly for the same client segments Morton targets, with greater scale and digital tooling.
- Mercer Advisors: National fee-only RIA serving HNW households and business owners with comprehensive financial planning, tax, estate, and investment services. Comparable in client segment, fee structure, and integrated planning offering, with significantly larger AUM scale.
- Hightower Advisors: National RIA supporting advisor-led wealth management firms serving HNW clients. Comparable client segment and fee-based model, with an acquisition-oriented growth strategy that makes it a likely partner or acquirer for firms like Morton.
- Carson Group: Wealth management firm supporting financial advisors with technology, investment platforms, and practice management. Competes with Morton for HNW clients and represents the broader RIA-aggregator model Morton could partner with or be acquired by.
- Buckingham Strategic Wealth: Fee-only RIA focused on evidence-based investing and comprehensive financial planning for HNW individuals and business owners. Similar in philosophy, fee structure, and target client profile.
- Savant Wealth Management: Fee-only RIA offering financial planning, investment management, and tax services to HNW individuals and families. Comparable size, fee model, and integrated advisory approach.
- Creative Planning: Fee-only RIA offering holistic financial planning, investment management, and tax services to HNW clients. Operates a similar team-based model with comparable service breadth and competes nationally for HNW households.
Broad incumbents
- Focus Financial Partners: Partnership model supporting a national network of independent RIAs serving HNW clients. Functions as an acquirer and infrastructure provider for firms like Morton, and represents the broader incumbent model against which Morton's independent status is benchmarked.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Morton Wealth social profiles
Digital presenceMorton Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Morton Wealth leadership team
Management profileNumber of profiles
Profiles18 records
Morton Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Morton Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Morton Wealth
What does Morton Wealth do?
Morton Wealth is a fee-only registered investment advisor that delivers comprehensive wealth management services to over 1,200 families managing more than $3.5 billion in assets. Its core offering centers on the Empower Process financial planning methodology and a team-based investment advisory model covering cash flow planning, insurance, taxes, estate planning, retirement planning, and investment management with access to alternatives such as private lending, real estate, and gold.
Is Morton Wealth a public or private company?
Morton Wealth is a private company. It is classified as management employee owned and is currently operating.
When was Morton Wealth founded?
Morton Wealth was founded in 1981. It employs 51 to 100 people.
Where is Morton Wealth based?
Morton Wealth is headquartered in Calabasas, United States, in the North America region.
How does Morton Wealth make money?
One revenue line is on record: assets Under Management (AUM) Fees.
Who are Morton Wealth's main competitors?
Direct peers on record are EP Wealth Advisors, Mariner Wealth Advisors, Edelman Financial Engines, Mercer Advisors, Hightower Advisors, Carson Group, Buckingham Strategic Wealth, Savant Wealth Management and Creative Planning. Focus Financial Partners is listed as a broad incumbent.
Does Morton Wealth have an API?
No public API is recorded for Morton Wealth.
What industry is Morton Wealth in?
Morton Wealth's product category is Wealth Management Services. Its primary akta.pro industry code is FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent), with a secondary code of FSABADAC, Affluent / Mass-Affluent Private Banking. Its NAICS code is 523940 and its SIC code is 6282.