Moralis Technologies, Llc
- Regulatory AUM
- $103M
- Discretionary
- $103M
- Clients
- 67
- Avg AUM / client
- $1.5M
- Accounts
- 118
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 42 | $11.3M | 10.9% |
| High net worth individuals | 18 | $55.5M | 53.9% |
| Charitable organizations | 7 | $36.2M | 35.2% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Sean Mcmahon | President, Chief Executive Officer | Chartered Financial Consultant | Sep 2021 (5y) | 75% or more |
| Megan Marie Petruska | Chief Operations Officer | Oct 2021 (5y) | Less than 5% | |
| Reichert, David, James | Chief Compliance Officer | Mar 2024 (2y) | Less than 5% | |
| Gregory Robert Dukes | Registered representative | Nov 2021 (5y) | ||
| Mark William Kasimirsky | Registered representative | Nov 2021 (5y) | ||
| Nathan Louis Fulkman | Registered representative | Jun 2024 (2y) | ||
| William Moses Mc Mahon | Registered representative | Nov 2025 (1y) | ||
| Jessica Chominski | Registered representative | Mar 2026 (0y) | ||
| Jack H Mcmahon | Registered representative | Jun 2026 (0y) | ||
| Sonny Joshua De Masi | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 07/15/2026 | 1.01 MB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $103M (100% of AUM) Jul 2026
- Apex Clearing $15.7M (91% of AUM) Feb 2025
- Interactive Brokers $65.3K (0% of AUM) Feb 2025
- Tradeup Securities, Inc. $50 (100% of AUM) Dec 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Aug 06, 2026.
View current Form ADV (SEC/IAPD) ↗