Morton Brown Family Wealth Llc
- Regulatory AUM
- $483M
- Discretionary
- $483M
- Clients
- 272
- Avg AUM / client
- $1.8M
- Accounts
- 275
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 12, 2026
Investments (13F portfolio — 292 positions, $378,411,780)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Schwab U.S. Broad Market Etf | ETF | $100,848,498 | 4,017,868 | 26.7% | 20.9% |
| 2 | Avantis Emerging Markets Equity Etf | ETF | $37,494,580 | 465,309 | 9.91% | 7.76% |
| 3 | Vanguard Ftse Developed Markets Etf | ETF | $32,521,706 | 507,517 | 8.59% | 6.73% |
| 4 | Avantis U.S. Small Cap Value Etf | ETF | $25,687,610 | 232,530 | 6.79% | 5.31% |
| 5 | Avantis International Small Cap Value Etf | ETF | $24,112,945 | 241,467 | 6.37% | 4.99% |
| 6 | Ishares National Muni Bond Etf | ETF | $18,613,984 | 175,355 | 4.92% | 3.85% |
| 7 | Schwab Intermediate Term Us Treasury Etf | ETF | $17,479,500 | 701,706 | 4.62% | 3.62% |
| 8 | State Street Spdr S&P 500 Etf | ETF | $14,447,865 | 22,216 | 3.82% | 2.99% |
| 9 | Vanguard Intermediate Term Corporate Bond Etf | ETF | $13,472,829 | 162,814 | 3.56% | 2.79% |
| 10 | Ishares Global Reit Etf | ETF | $12,349,333 | 491,027 | 3.26% | 2.55% |
| 11 | Vanguard Total International Bond Etf | ETF | $11,363,029 | 236,483 | 3.0% | 2.35% |
| 12 | Pimco Intermed Muni Bond | ETF | $9,427,703 | 180,642 | 2.49% | 1.95% |
| 13 | Ishares Short Term National Muni Bond Etf | ETF | $5,868,304 | 55,101 | 1.55% | 1.21% |
| 14 | Vanguard Short Term Corporate Bond Etf | ETF | $5,540,516 | 69,894 | 1.46% | 1.15% |
| 15 | Ishares Msci Eafe Etf | ETF | $3,275,806 | 33,726 | 0.87% | 0.68% |
| 16 | Schwab International Small Cap Equity Etf | ETF | $3,214,871 | 68,782 | 0.85% | 0.66% |
| 17 | Ishares Core High Dividend Etf | ETF | $2,999,861 | 22,103 | 0.79% | 0.62% |
| 18 | Ishares Core Msci Eafe Etf | ETF | $2,481,246 | 27,408 | 0.66% | 0.51% |
| 19 | Apple Inc Com | Stock | $2,178,534 | 8,584 | 0.58% | 0.45% |
| 20 | Vanguard Small Cap Etf | ETF | $2,122,338 | 8,103 | 0.56% | 0.44% |
| 21 | Invesco Qqq Trust Series I | ETF | $1,914,222 | 3,317 | 0.51% | 0.4% |
| 22 | Microsoft Corp Com | Stock | $1,648,322 | 4,453 | 0.44% | 0.34% |
| 23 | Vanguard Total Stock Market Etf | ETF | $1,575,200 | 4,910 | 0.42% | 0.33% |
| 24 | Vanguard Ftse Emerging Markets Etf | ETF | $1,440,901 | 26,659 | 0.38% | 0.3% |
| 25 | Broadcom Inc Com | Stock | $1,270,848 | 4,106 | 0.34% | 0.26% |
Top 25 of 292 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 147 | $61.5M | 12.7% |
| High net worth individuals | 125 | $417M | 86.2% |
| Corporations and other businesses | Fewer than 5 clients | $5.1M | 1.06% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dennis Charles Morton | Managing Member, Partner, Financial Advisor | CFP Chartered Financial Consultant | Jan 2018 (9y) | 50% – 75% |
| Kathryn Marie Brown | Managing Member, Partner, Financial Advisor And Chief Compliance Officer | CFP Chartered Financial Consultant | Jan 2018 (9y) | 50% – 75% |
| Cody Ryan Demmel | Registered representative | CFP | Mar 2020 (6y) | |
| Jonathan David Kerstetter | Registered representative | CFP | May 2022 (4y) | |
| Julia Naccarato | Registered representative | Dec 2025 (1y) | ||
| Christian Raphael Guldin | Registered representative | Jan 2026 (1y) | ||
| Alison Ehret | Registered representative | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/12/2026 | 933 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $474M (98% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 12, 2026.
View current Form ADV (SEC/IAPD) ↗