Family Office · Agoura Hills, CA, United States
Morton Wealth is a wealth management firm founded in 1981 and headquartered in Calabasas, California. The company provides financial planning, investment management, and advisory services to individuals, families, and institutions. Morton Wealth is known for its client-focused approach, offering customized strategies that include alternative investments and holistic financial planning. The firm has established a reputation for transparency and fiduciary responsibility in the wealth management industry.
Business models
services
Customer segments
Individuals & Families, Business Owners
Geography
US
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Morton Wealth deploys privately-held capital. Cycles are short, decisions concentrated, and structures flexible (equity, convertible, revenue-share). Less brand premium, more underwriting on substance. Claude Fundraiser tracks Morton Wealth alongside 45,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
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