# MORTON BROWN FAMILY WEALTH LLC

MORTON BROWN FAMILY WEALTH LLC of ALLENTOWN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 292278
- Type: SEC-registered investment adviser
- SEC file number: 801-112510
- Location: 600 W. HAMILTON STREET, SUITE 510, ALLENTOWN, PA, 18101
- Phone: 610-709-5072
- Latest filing: 2026-05-12
- Regulatory AUM: $483.5M
- Discretionary AUM: $483.5M
- Clients: 10
- Accounts: 275

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Kathryn Marie Brown | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | — |
| Dennis Charles Morton | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | — |
| BROWN JANET MARIE | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | — |
| MORTON DENNIS CHARLES | MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/292278/brochure
- Similar advisers: https://search.stillhousedata.com/firm/292278/similar
- Related entities: https://search.stillhousedata.com/firm/292278/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/292278

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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.