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Trustee- the Sarti Trust · Morton Wealth

Sara M. Sarti

CRD 6920230 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Morton Wealth, an SEC-registered wealth manager based in Calabasas, CA with $3.5 billion in regulatory assets, lists Sara M. Sarti on its Form ADV as Trustee- the Sarti Trust, a control person. The SEC filings also name Sara at 1 other registered adviser.

Firms and roles

  • Morton WealthTrustee- the Sarti TrustWealth manager · Calabasas, CA · $3.5B in regulatory assets
  • M83 Investment Group, LLCTrusteeAsset manager · Calabasas, CA · $191M in regulatory assets

AtlasMembers

Sara’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.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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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 Sara 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 Sara’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.