# MORTON WEALTH ADVISORS

MORTON WEALTH ADVISORS of DANVERS, MA is an SEC-registered investment adviser.

## Registration

- CRD: 142912
- Type: SEC-registered investment adviser
- SEC file number: 801-112638
- Location: 55 FERNCROFT ROAD, SUITE 305, DANVERS, MA, 01923
- Phone: 781-263-1600
- Latest filing: 2026-03-03
- Regulatory AUM: $305.5M
- Discretionary AUM: $305.5M
- Clients: 2
- Accounts: 433

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Michael John Capobianco | CCO | — |
| Randall Jonathan Tavilla | DIRECTOR | — |
| CAPOBIANCO MICHAEL JOHN | CCO | — |
| TAVILLA RANDALL JONATHAN | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/142912/brochure
- Similar advisers: https://search.stillhousedata.com/firm/142912/similar
- Related entities: https://search.stillhousedata.com/firm/142912/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/142912

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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.