SourcingSourcing

MOR WEALTH MANAGEMENT, LLC

C46
CRD 333022·SEC 801-133014·PHILADELPHIA, PA
AUM
$395.6M
$100M-$500M
Est. Revenue
$4.0M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MOR WEALTH MANAGEMENT, LLC
CRD
333022
SEC file #
801-133014
EIN
463637409
DBA names
—

Economics

AUM
$395.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$380.2M → $395.6M▲ +4%
Client mix
Individuals High Net Worth86
Individuals Other57
Corporations9

Operations

Employees (total)
8
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
PHILADELPHIA PA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
morwm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RAMER, MATTHEW, OLIVER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
RAMER, MATTHEW, OLIVER
KILLEEN, AMY, LENNON
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
MORWM.COM
Rdap Domain Creation Date
2013-08-20T16:13:14Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002092389
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-01-15
Edgar Last Filing Date
2026-04-27
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-27
Accession0002092389-26-000003

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2329
Soi Zip Pct 200k Plus
0.0823
Soi Zip Returns 200k Plus
590
Soi Zip Total AGI
705,059
Fdic Zip Total Deposits
47,450,868,000
Fdic Zip Branch Count
493
Fdic Zip Top Banks
HSBC Bank USA, National Association
TD Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
100 E PENN SQUARESUITE 400PHILADELPHIA, PA 19107
Business
100 E PENN SQUARESUITE 400PHILADELPHIA, PA 19107
Edgar EIN
463637409
Edgar Recent Filings
13F-HR2026-04-27 · 0002092389-26-000003
13F-HR2026-01-15 · 0002092389-26-000001
Fdic Zip Branches Raw
Meridian BankPhiladelphia, PA
Meridian BankPhiladelphia, PA
Fdic Zip HHI
742.66
Fdic Zip Top Bank Share Pct
13.35
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-20T16:13:14Z
Rdap Domain Last Changed
2017-05-23T15:18:26Z
Rdap Nameservers
Ns1.commonwealth.comNs2.commonwealth.comNs3.commonwealth.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI19,226
Returns1,560
Stub 2
AGI57,640
Returns1,560
Stub 3
AGI92,990
Returns1,500
Soi Zip Total Business Income
23,995
Soi Zip Total Cap Gains
43,634
Soi Zip Total Dividends
18,958
Soi Zip Total Returns
7,170
Top Owner CRD
4005710
Trust Company Affiliate
No

People (4)

4
RAMER, MATTHEW, OLIVER
IAR · Direct Owner · 87.5%
4005710
AMY LENNON KILLEEN
Executive Officer · 2.5%
2438830
Devin Michael Rainone
IAR
6350917
Gregory Roy Johnson
IAR
6744474