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- Custodian
- Charles Schwab & Company · Equity Trust · Fidelity/NFS · Millennium Trust
- Clients
- Retail and Institutional
- Platforms
- Wave momentum
- Established Date
- 07-01-2006
- Office Locations
- 1
Office Locations
About Morton Wealth
Morton Wealth is a Calabasas, CA registered investment adviser serving retail and institutional clients with integrated wealth management and financial planning, including tax, estate and charitable planning, insurance, and business succession support. Portfolios emphasize asset allocation and risk management across public funds and alternatives such as private equity/credit, real estate, and hedge funds. Custody commonly held at Schwab and Fidelity/NFS.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MEGHAN HILLARY PINCHUK
Chief Investment Officer, Manager
- CRD
- #5663304
- Ownership
- 25% but less than 50%
STACEY LYNN MCKINNON
CHIEF OPERATING OFFICER, Manager
- CRD
- #6526531
- Ownership
- 5% but less than 10%
Bridge horizon
Oak ember
- CRD
- #62525
- Ownership
- 41.0%
Showing 2 of 10 owners & executives
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PATRICE G BENING
Wealth Advisor
- CRD
- #4716936
PRISCILLA ANN BREHM
Wealth Advisor
- CRD
- #1017559
Ridge quantum
Frontier zenith north
- CRD
- #53053
Showing 2 of 32 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,429,058,681 | $922,038 |
| Non-Discretionary | $36,593,851 | $2,287,116 |
| Total | $3,465,652,532 | $927,886 |
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Separately Managed Accounts
Total SMA Asset: $3,458,655,356
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $334,985,832 | 22.5% |
| Private Funds | $275,432,795 | 18.5% |
| Cash | $339,452,309 | 22.8% |
| Equity - Exchange | $538,954,982 | 36.2% |
| Total | $1,488,825,918 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX MERIDIAN | ATLAS EAGLE | BWIB0O3DR | HIFP | 10.51% | $42,270,131 |
| DELTA CATALYST | ZENITH WAVE | 0KI4M9DTP | SBTO | 8.37% | $13,473,850 |
| UNISON SIGNAL | WAVE ATLAS | 3HGJH74AJ | CUITS | 7.66% | $89,560,846 |
| VECTOR FRONTIER HORIZON | EMBER RIDGE | 0SVCGRAPX | LLJE | 10.74% | $72,259,626 |
| CAPITAL RIDGE | VECTOR FOCUS | BF1PRGG87 | DVJ | 6.91% | $53,218,638 |
| VITAL FOCUS | GLACIER CREST | 86PXW42CP | TGB | 3.42% | $84,167,097 |
| TIMBER RIDGE DELTA | INSIGHT LEGACY | I3B64CZE7 | NUKNY | 6.63% | $23,188,274 |
| QUANTUM MERIDIAN | RADIAL BRIDGE | CUCPAPB73 | CLJG | 2.44% | $69,663,909 |