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Morton Wealth Employee Directory

Investment ManagementCalifornia, United States51-200 Employees

Morton Wealth has about 73 employees, all of them in North America. Banking and Business make up over half of the profiles with a known department. Morton Wealth's workforce spans 8 departments.

Find Morton Wealth employees' phone numbers or email addresses

Morton Wealth Global Highlights

Location
Employees

North America
97

Minus sign iconPlus sign icon
  • United States Of America
    97

Morton Wealth's Leadership

  • Chief Executive Officer at Morton Wealth
    J. S.
    Chief Executive Officer
    Mobile Phone
  • Wealth Advisor, Partner at Morton Wealth
    K. R.
    Wealth Advisor, Partner
    Mobile Phone
  • Private Investments Operations Specialist at Morton Wealth
    A. F.
    Private Investments Operations Specialist
    Mobile Phone
  • Wealth Advisor at Morton Wealth
    P. B.
    Wealth Advisor
    Mobile Phone
  • Office Coordinator at Morton Wealth
    A. V.
    Office Coordinator
    Mobile Phone
  • Client Services Administrator And Marketing Coordinator at Morton Wealth
    C. R.
    Client Services Administrator And Marketing Coordinator
    Mobile Phone
  • Portfolio Management Analyst at Morton Wealth
    E. V.
    Portfolio Management Analyst
    Mobile Phone
  • Client Service Administrator at Morton Wealth
    K. G.
    Client Service Administrator
    Mobile Phone

Morton Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Community & Social Services
  • Human Resources
  • Other
  • Legal
  • Arts & Design

Banking is the largest department at 71% of profiles with a known department, followed by Business (10%) and Finance (7%).

Contact profiles from Morton Wealth

Name
Title
Contact
Location
Last Update
  • Chief Executive Officer at Morton Wealth
    J. S.
    Chief Executive Officer
    Mobile Phone
    Jun 03, 2026
  • Wealth Advisor, Partner at Morton Wealth
    K. R.
    Wealth Advisor, Partner
    Mobile Phone
    Jun 08, 2026
  • Private Investments Operations Specialist at Morton Wealth
    A. F.
    Private Investments Operations Specialist
    Mobile Phone
    Sep 19, 2026
  • Wealth Advisor at Morton Wealth
    P. B.
    Wealth Advisor
    Mobile Phone
    Oct 16, 2026
  • Office Coordinator at Morton Wealth
    A. V.
    Office Coordinator
    Mobile Phone
    Sep 21, 2026
  • Client Services Administrator And Marketing Coordinator at Morton Wealth
    C. R.
    Client Services Administrator And Marketing Coordinator
    Mobile Phone
    May 07, 2024
  • Portfolio Management Analyst at Morton Wealth
    E. V.
    Portfolio Management Analyst
    Mobile Phone
    Jun 08, 2026
  • Client Service Administrator at Morton Wealth
    K. G.
    Client Service Administrator
    Mobile Phone
    Sep 13, 2024
  • Portfolio Analyst at Morton Wealth
    L. A.
    Portfolio Analyst
    Mobile Phone
    Apr 25, 2025

Frequently Asked Questions

What are the largest departments at Morton Wealth?

Minus sign iconPlus sign iconBanking is the largest department at 71% of profiles with a known department, followed by Business (10%) and Finance (7%). Morton Wealth's workforce spans 8 departments.

How many employees does Morton Wealth have currently?

Minus sign iconPlus sign iconMorton Wealth has approximately 73 employees as of October 2026. These team members are located across 1 continents, including North America.

Who are Morton Wealth's key employees and leadership?

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As of October 2026, Morton Wealth's key employees include:

  • Chief Executive Officer: J. S.
  • Wealth Advisor, Partner: K. R.
  • Private Investments Operations Specialist: A. F.
  • Wealth Advisor: P. B.
  • Office Coordinator: A. V.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Morton Wealth's most common email format?

Minus sign iconPlus sign iconMorton Wealth employees' email format typically follows the pattern of FLast@mortonwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Morton Wealth email formats with LeadIQ.

What is Morton Wealth known for?

Minus sign iconPlus sign iconMorton Wealth was founded in 1983 and operates in the Investment Management industry. Explore Morton Wealth's company overview page for more information.

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