MOR WEALTH MANAGEMENT, LLC

MOR WEALTH MANAGEMENT, LLC of PHILADELPHIA, PA is an SEC-registered investment adviser (CRD 333022). Regulatory assets under management: $395.6M.

Registration

• CRD: 333022
• SEC file number: 801-133014
• Type: Registered investment adviser
• Location: 100 E PENN SQUARE, SUITE 400, PHILADELPHIA, PA, 19107
• Phone: 267-930-8300
• Latest filing: 2026-07-30
• Regulatory AUM: $395.6M
• Discretionary AUM: $395.6M
• Clients: 8
• Accounts: 813

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Other.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333022 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search