MWA ASSET MANAGEMENT
  • MWA ASSET MANAGEMENT
  • ALC ADVISORY
  • MORTON WEALTH ADVISORS INC.
  • MORTON WEALTH ADVISORS II, INC.
  • MORTON WEALTH ADVISORS
  • MWA

{{ Info.Overview }}
cb

Adviser Profile

As of Date 03/03/2026
Registration SEC, Approved, 03/19/2018
Other registrations (1)
ADV Location DANVERS, MA, United States
Contact Info 781 xxxxxxx
Websites
AUM* 305,528,265 32%
of that, discretionary 305,528,265 32%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 705,608 25%
% High Net Worth 50.54% -13%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

306M 262M 218M 175M 131M 87M 44M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser MONTCHANIN ASSET MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM120.8m #Funds-
Adviser MCCARTHY ASSET MANAGEMENT, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM422.4m #Funds-
Adviser THE RELAXING RETIREMENT COACH, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM461.9m #Funds-
Adviser SCOTT CONYERS CAPITAL MANAGEMENT, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM96.7m #Funds-
Adviser NABITY-JENSEN INVESTMENT MANAGEMENT, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM258.5m #Funds-
Adviser PHYSICIAN FAMILY FINANCIAL ADVISORS INC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM284.9m #Funds-
Adviser HIGHMARK WEALTH MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM611.7m #Funds-
Adviser UTOPIA WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM261.4m #Funds-
Adviser OARS CAPITAL Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM397.7m #Funds-
Adviser MY PERSONAL CFO, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM365.1m #Funds-

Brochure Summary