SourcingSourcing

MORTON WEALTH ADVISORS

C39
CRD 142912·SEC 801-112638·DANVERS, MA
AUM
$305.5M
$100M-$500M
Est. Revenue
$3.1M
@ 1% on AUM
Est. EBITDA
$917K
@ 30% margin
Est. Deal Value
$7.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MORTON WEALTH ADVISORS
CRD
142912
SEC file #
801-112638
EIN
—
DBA names
Mwa Asset Management

Economics

AUM
$305.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$116.7M → $305.5M▲ +162%
Client mix
Individuals High Net Worth93
Individuals Other87

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
DANVERS MA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/03/2026
ADV-W filed at
—
Website
mwa-am.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CAPOBIANCO, MICHAEL, JOHN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CAPOBIANCO, MICHAEL, JOHN
TAVILLA, RANDALL, JONATHAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MWA-AM.COM
Rdap Domain Creation Date
2023-06-13T15:54:22Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Fidelity4
E*trade4
Interactive Brokers2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-06-13T15:54:22Z
Rdap Domain Last Changed
2023-06-13T15:55:45Z
Rdap Nameservers
Ns75.worldnic.comNs76.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2159543
Trust Company Affiliate
No

People (2)

2
TAVILLA, RANDALL, JONATHAN
IAR · Direct Owner · 62.5%
4536334
CAPOBIANCO, MICHAEL, JOHN
IAR · Direct Owner · 62.5%
2159543