Morton Wealth
Overview
Morton Wealth is a wealth management firm based in Calabasas, California, offering financial planning and investment services. The firm provides comprehensive wealth management solutions, including financial planning, investment advisory, and risk management services, aiming to empower clients to achieve their financial goals. Morton Wealth serves a diverse clientele, including individuals, families, and business owners, with a focus on personalized financial strategies tailored to each client's unique needs. The firm's investment approach encompasses various asset classes, such as fixed income, private equity, real estate, and venture capital, targeting multiple stages of investment, including early stage, growth, late stage, pre-IPO, buyout, turnaround, and distressed opportunities. Morton Wealth's geographical focus is primarily within the United States, and it has a broad industry focus, investing across sectors like technology, healthcare, real estate, financial services, consumer goods, energy, industrial, telecommunications, media, consumer services, materials, utilities, consumer non-durables, transportation, business services, and more. The firm is committed to providing education and support to clients and the broader community, aiming to empower better investors through its services and resources. Morton Wealth has been continuously striving to grow in knowledge, expertise, and team culture since being founded in 1981. As of December 31, 2021, the firm managed assets totaling $2.48 billion, serving 1,054 households and families. The firm's mission is to empower better investors by helping them identify what is truly important to them beyond just their investment portfolio, providing education so that people feel confident in their decisions, and partnering with clients to help them get the most life out of their wealth.
Portfolio Companies
Reach Morton Wealth directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Morton Wealth
What sectors does Morton Wealth invest in?
Morton Wealth invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Agoura Hills, United States. Morton Wealth is listed as a private investment firm in the ConnectSafely investor database.
What stage does Morton Wealth invest at?
Morton Wealth backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does Morton Wealth invest in?
Morton Wealth invests across United States.
Who are the partners at Morton Wealth?
Team members listed for Morton Wealth include Meghan Pinchuk (Chief Investment Officer) and Menachem Striks (Chief Compliance Officer).
What companies has Morton Wealth invested in?
Morton Wealth's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, Visa, Pfizer and Google.
How do I contact Morton Wealth?
Morton Wealth's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
