MORETON ASSET MANAGEMENT, LLC
  • MORETON ASSET MANAGEMENT, LLC
  • STRATA ASSET MANAGEMENT, A DBA OF MORETON ASSET MANAGEMENT
  • STRATA ASSET MANAGEMENT
  • MORETON FINANCIAL SOLUTIONS, LLC

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Adviser Profile

As of Date 05/24/2026
Registration status Terminated
ADV Location FARMINGTON, UT, United States
Contact Info 801 xxxxxxx
Websites
AUM* 4,709,681,594 14%
of that, discretionary 4,709,681,594 14%
Number of Employees 5 -29%
of those in investment advisory functions 5 -17%
Private Fund GAV* 0
Avg Account Size 28,201,686 1%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Banking or thrift institutions
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

5B 4B 3B 3B 2B 1B 673M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary