MOR Wealth Management

Financial Services • 100 E Penn Square, Suite 400, United States • 1-10 Employees

Company overview

Headquarters	100 E Penn Square, Suite 400, Philadelphia, PA 19107, US
Phone number	+12679308300
Website	morwm.com
NAICS	52
SIC	736
Keywords	Charitable Planning, Retirement Planning, Financial Planning, Estate Planning, Investment Management, B-Corp, Benefit Corporation, Enviromentally Sustainable, Socially Responsible Planning
Founded	2013
Employees	1-10
Socials

Key Contact at MOR Wealth Management

Amy Lennon Killeen

Vice President, Operations

MOR Wealth Management Email Formats

MOR Wealth Management uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@morwm.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@morwm.com	100%

About MOR Wealth Management

MOR Wealth Management specializes in wealth planning for high net-worth households. Our services include customized investment management, estate and legacy planning, long-term family, education, and retirement planning, as well as charitable planning. We have a deep-seated commitment to socially responsible investing and environmentally sustainable business practices. We are a registered Benefit Corporation (B-Corp®), and a member of the Sustainable Business Network. _______________________________________________________________________________________ This communication is strictly intended for individuals residing in the states of CA,CO,CT,FL,GA,IL,MA,MD,OR, NH,NJ,NY,PA,TX,VT,WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered by MOR Wealth Management, LLC. 1801 Market st. STE 2435 Philadelphia, PA 19103 (267) 930-8300. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html

MOR Wealth Management revenue & valuation

Annual revenue	$743,129
Revenue per employee	$124,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,400,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Vice President

Employees by Department

MOR Wealth Management has 3 employees across 1 departments.

Departments

Number of employees

Funding Data

MOR Wealth Management has never raised funding before.

MOR Wealth Management Tech Stack

Discover the technologies and tools that power MOR Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

RSS

Miscellaneous

Priority Hints

Performance

Frequently asked questions

MOR Wealth Management is located in 100 E Penn Square, Suite 400, US.

You can reach MOR Wealth Management at +12679308300.

MOR Wealth Management was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

MOR Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at MOR Wealth Management

Amy Lennon Killeen

Vice President, Operations

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