Morton Wealth Email Formats

Investment Management • Calabasas, California, United States • 51-100 Employees

Morton Wealth Email Formats

Morton Wealth uses 5 email formats. The most common is {first name}{last name} (e.g., johndoe@mortonwealth.com), used 47.8% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@mortonwealth.com	49.3%
{first initial}{last name}	jdoe@mortoncapital.com	49.2%
{last name}{last name}	doedoe@mortoncapital.com	1.5%

Key Contacts at Morton Wealth

Sasan Faiz

Managing Director - Investments

Stacey Mckinnon

Chief Marketing Officer

Jeff Sarti

Chief Executive Officer

Chris Galeski

Director Of Growth And Advice/Partner

Beau Wirick

Director Of Financial Planning

Dan Charoenrath

Director Of Human Capital

Nick Valaika

Director Of Client Services

Clarisse Sullivan

Director Of Marketing

Company overview

Headquarters	27200 Agoura Road, Ste 200, Calabasas, CA 91301, US
Phone number	+18182224727
Website	mortonwealth.com
NAICS	5231
SIC	628
Keywords	Wealth Management
Founded	1983
Employees	51-100
Socials

About Morton Wealth

Our process is simple: it is all about you, your family and future. At Morton, we believe that wealth must be managed personally if it is to truly enhance your life. This core value deeply resonates with our clients, many of whom have been with us for decades. It is the central focus of our team and the driver of our advice. It’s why, from our inception, we rejected the traditional model of selling products and charging commissions. We have always believed that commissions create biased advice, rather than leaving us open to choose the investments in your best interest and suited to your personality. It’s why we are innovative in broadening our investment offerings, beyond just stocks and bonds, to redefine what ’diversifying a portfolio to protect your wealth’ truly means. And it’s why you’ll be supported by a team, not just an individual, who will sit side-by-side with you over the life of your portfolio to ensure it is as effective for your family today as it is for generations to come - no matter what the future throws your way. Our partnership is not about us, it is about you; our commitment to you is that your wealth will be managed personally. After all, what is truly most important is that you get the most life out of your wealth.

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Morton Wealth has 36 employees across 9 departments.

Departments

Number of employees

Funding Data

Morton Wealth has never raised funding before.

Morton Wealth Tech Stack

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

Vimeo

Video players

Hotjar

Analytics

Cloudflare

CDN

Plyr

Video players

jQuery

JavaScript libraries

Google Ads

Advertising

HTTP/3

Miscellaneous

Calendly

Appointment scheduling

HSTS

Security

Webflow

Page builders

Google Analytics

Analytics

Google Hosted Libraries

CDN

Frequently asked questions

Morton Wealth is located in Calabasas, California, US.

You can reach Morton Wealth at +18182224727.

Morton Wealth was founded in 1983, making it 43 years old. The company has established itself as a significant player in its industry over this time.

Morton Wealth has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.