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Trustee - Morton Family Trust · Morton Wealth

Roxanna F. Morton

CRD 1846777 · Named on Form ADV at one SEC-registered adviser

At a glance

Morton Wealth, an SEC-registered wealth manager based in Calabasas, CA with $3.5 billion in regulatory assets, lists Roxanna F. Morton on its Form ADV as Trustee - Morton Family Trust.

Firms and roles

  • Morton WealthTrustee - Morton Family TrustWealth manager · Calabasas, CA · $3.5B in regulatory assets

AtlasMembers

Roxanna’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

4 more people named with Roxanna on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Roxanna’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.