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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Prime eagleZenith timber +more
- Established Date
- 02-23-2018
- Office Locations
- 2
Office Locations
About Morton Brown Family Wealth LLC
Morton Brown Family Wealth is a Pennsylvania RIA providing relationship-driven wealth management for high-net-worth individuals and families navigating major transitions like retirement or business sales. The team delivers personalized planning and investment guidance, including tax planning and insurance. Portfolios commonly use mutual funds and ETFs, with access to alternatives via CAIS, and custody is held at Schwab. Shares ongoing insights through articles, podcasts, webinars, and an app feed.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KATHRYN MARIE BROWN
Chief Compliance Officer, Financial Advisor, FOUNDER, Managing Member, PARTNER, PRINCIPAL
- CRD
- #4557865
- Ownership
- 50% but less than 75%
DENNIS CHARLES MORTON JR.
Financial Advisor, Managing Member, PARTNER, Principal
- CRD
- #5056676
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
KATHRYN MARIE BROWN
Chief Compliance Officer, Financial Advisor, FOUNDER, Managing Member, PARTNER, PRINCIPAL
- CRD
- #4557865
CODY RYAN DEMMEL
Financial Advisor
- CRD
- #6341168
Value north
Capital vertex
- CRD
- #51499
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $483,479,204 | $1,758,106 |
| Non-Discretionary | $0 | -- |
| Total | $483,479,204 | $1,758,106 |
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Separately Managed Accounts
Total SMA Asset: $483,479,204
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,165,404,428 | 31.2% |
| Equity - Exchange | $714,861,077 | 10.3% |
| Municipal Bonds | $1,575,470,529 | 22.7% |
| Cash | $2,484,662,773 | 35.8% |
| Total | $6,940,398,807 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER VERTEX DELTA | BEACON SUMMIT | NDD25FBXY | LCQF | 2.77% | $116,465,309 |
| PRIME ELEMENT ELEMENT | BRIDGE PATHWAY | XDS4UTDUH | VDY | 8.08% | $37,570,460 |
| BRIDGE OPTIMA LEGACY | FRONTIER MATRIX | 8XRM5YMH4 | MNCBA | 6.17% | $57,492,284 |
| LEGACY RIDGE | PEAK ELEMENT | KPDALRBBE | MEGB | 11.65% | $47,528,209 |
| HORIZON FUSION WAVE | BRIDGE EAGLE | 6HBFSTR5L | GMEA | 5.76% | $115,550,609 |
| CREST SUMMIT BRIDGE | OPTIMA RADIAL | 263OEPFKJ | KZJHK | 6.84% | $88,171,180 |
| INSIGHT UNISON VITAL | SUMMIT MATRIX | Z3EIURKJL | QVJ | 8.11% | $101,194,893 |
| QUANTUM RIDGE HARBOR | FRONTIER EMBER | A3GCFBJQL | YEUHR | 5.72% | $70,182,097 |