Morton Brown Family Wealth
Financial Services • 
600 W. Hamilton St., Suite 510, United States • 1-10 Employees
Company overview
| Headquarters | 600 W. Hamilton St., Suite 510, Allentown, Pennsylvania 18101, US |
| Phone number | +16107095073 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2018 |
| Employees | 1-10 |
| Socials |
Key Contacts at Morton Brown Family Wealth
Dennis Morton
Founder And Principal
Kathryn Brown
Founder And Principal
Maddy Miller
Director Of Marketing And Community Outreach
Melanie Strange
Director Of Operations
Morton Brown Family Wealth Email Formats
Morton Brown Family Wealth uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@mortonbrownfw.com), used 84.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@mortonbrownfw.com | 84.6% |
{last name}{last name} | doedoe@mortonbrownfw.com | 15.4% |
About Morton Brown Family Wealth
At Morton Brown Family Wealth, we believe financial planning is more than just numbers—it’s about the experience people have with money, relationships, and life. As a Registered Investment Adviser, we provide a personalized, boutique wealth management experience designed for business leaders, executives, and families who value clarity, confidence, and connection in their financial journey. Our Mission: We are on a mission to revolutionize the way people plan and invest for the future. By transforming complexity, we empower clients to experience financial confidence reimagined. More than just advisors, we strive to be thought leaders, trusted partners, and catalysts for change in how financial advice is delivered. At Morton Brown, we go beyond wealth management—we build relationships that inspire confidence and decisions that reflect what matters most to you. Ready to experience Financial Confidence Reimagined™? Let’s talk. 📍 Headquartered in the Lehigh Valley, PA, proudly serving clients nationwide.
Morton Brown Family Wealth revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Morton Brown Family Wealth has 5 employees across 2 departments.
Departments
Number of employees
Funding Data
Morton Brown Family Wealth has never raised funding before.
Morton Brown Family Wealth Tech Stack
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