Morton Brown Family Wealth, LLC
Morton Brown Family Wealth, LLC is an SEC-registered investment adviser (RIA) headquartered in Allentown, Pennsylvania. Founded in 2018, the firm specializes in providing personalized investment advisory and wealth management services to individuals, families, and a select group of businesses. With a team of approximately 9 employees, Morton Brown Family Wealth focuses on guiding clients through significant life transitions by helping them to develop and implement customized financial plans. The firm's clients are primarily high-net-worth and other individual investors, reflecting its comprehensive, client-centric approach to wealth management.
Investment Strategy
Morton Brown Family Wealth takes a holistic and personalized approach to investment management, tailoring portfolios to each client's unique situation, risk tolerance, and long-term goals. The firm primarily serves individuals and families, constructing diversified portfolios that often include equities, ETFs, municipal bonds, and other vehicles designed for both growth and capital preservation. The team's philosophy emphasizes evidence-based investing, disciplined asset allocation, and ongoing financial planning to support clients through major life transitions while minimizing costs and optimizing risk-adjusted returns.
Top Holdings
Equity Positions (261)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHB | SCHWAB U.S. BROAD MARKET ETF | 28.25% | $98.4M | 3,829,077 | $18.66 | $25.71 | +$7.1M |
A AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 9.91% | $34.5M | 459,692 | $56.22 | $75.11 | +$2.9M |
V VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 8.34% | $29.0M | 484,784 | $49.32 | $59.92 | +$1.6M |
A AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 6.05% | $21.1M | 236,947 | $69.16 | $89.03 | +$2.2M |
A AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 6.05% | $21.1M | 211,947 | $91.96 | $99.53 | +$1.9M |