# MORTON WEALTH MANAGEMENT LLC

MORTON WEALTH MANAGEMENT LLC of GREENSBORO, NC is an SEC-registered investment adviser.

## Registration

- CRD: 111471
- Type: SEC-registered investment adviser
- SEC file number: 801-56673
- Location: 628 GREEN VALLEY ROAD, SUITE 206, GREENSBORO, NC, 27408
- Phone: 336-294-8585
- Latest filing: 2018-08-29
- Regulatory AUM: $426.8M
- Discretionary AUM: $426.8M
- Clients: 9
- Accounts: 1,334

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| MORTON STEVEN HENDRIE | CHIEF COMPLIANCE OFFICER; MEMBER/PRINCIPAL ADVISOR; OWNER/MANAGER (+2 more) | — |
| RABE JEANNE MARIE | CHIEF COMPLIANCE OFFICER | — |
| JOHNSON RUSSELL HENRY | MEMBER/ADVISOR | — |
| HONEYCUTT JOE R | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111471/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111471/similar
- Related entities: https://search.stillhousedata.com/firm/111471/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111471

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.