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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MORTON BROWN FAMILY WEALTH LLC

CRD 292278

ALLENTOWN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:26a1e298-58e7-8dc1-b0b3-84ca7ca4e3f8

Data as of May 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 2
On other graphs: 1
Observed: Jan 25, 2018 to May 12, 2026
33 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Morton Brown Family Wealth LLC

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $483MItem 5.F on the latest filing (2026-05-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $483M
Private client RAUM: $478MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $69.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 275
Individual clients: 147
High net worth clients: 125
Custody, client assets: $81.0M
SEC number: 801-112510
CIK: 1909851
CRD: 292278
Filings on the tape: 33
First filed: Jan 25, 2018
Latest filed: May 12, 2026
Organised: Limited Liability Company, PA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
KATHRYN MARIE BROWN	Certified Financial Planner\|Chartered Financial Consultant	ALLENTOWN, PA	8	23	1	no
DENNIS CHARLES MORTON	Certified Financial Planner\|Chartered Financial Consultant	ALLENTOWN, PA	8	20	2	no
CODY RYAN DEMMEL	Certified Financial Planner	ALLENTOWN, PA	6	12	3	no
Jonathan David Kerstetter	Certified Financial Planner	ALLENTOWN, PA	4	10	4	no
Julia Naccarato	n/a	ALLENTOWN, PA	0	11	1	no
Christian Raphael Guldin	n/a	ALLENTOWN, PA	0	10	n/a	no
Alison EHRET	n/a	ALLENTOWN, PA	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BROWN, KATHRYN, MARIE	MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER	D	yes	01/2018	Jan 25, 2018	Jun 24, 2024
MORTON, DENNIS, CHARLES	MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR	D	yes	01/2018	Jan 25, 2018	Jun 24, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 19, 2026	$483M	$483M	10	5	n/a	n/a
2024	Feb 19, 2025	$399M	$399M	9	5	n/a	n/a
2023	Mar 20, 2024	$318M	$318M	9	5	n/a	n/a
2022	Mar 15, 2023	$262M	$262M	8	4	n/a	n/a
2021	Mar 1, 2022	$252M	$252M	6	3	n/a	n/a
2020	Mar 19, 2021	$180M	$180M	5	3	n/a	n/a
2019	Mar 9, 2020	$140M	$140M	4	2	n/a	n/a
2018	Mar 24, 2019	$112M	$109M	5	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$483M	$399M	21.2%	$262M	22.6%	10	9	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CORBENIC PARTNERS, LLC	2	Apr 30, 2018	Apr 25, 2018	BETHLEHEM, PA	Team lift out	RIA to new firm	50.0%

Relationships

Registered with (8)

← Alison EHRETAdvisorregistration: current employment
May 21, 2026 to presentfactForm ADV
← Christian Raphael GuldinAdvisorregistration: current employment
Jan 6, 2026 to presentfactForm ADV
← Julia NaccaratoAdvisorregistration: current employment
Dec 10, 2025 to presentfactForm ADV
← Jonathan David KerstetterAdvisorregistration: current employment
May 18, 2022 to presentfactForm ADV
← CODY RYAN DEMMELAdvisorregistration: current employment
Mar 31, 2020 to presentfactForm ADV
← DENNIS CHARLES MORTONAdvisorregistration: current employment
Apr 25, 2018 to presentfactForm ADV
← KATHRYN MARIE BROWNAdvisorregistration: current employment
Apr 24, 2018 to presentfactForm ADV
← Sean Anthony RothAdvisorregistration: previous registration
Nov 15, 2023 to Aug 26, 2025factForm ADV

Controls (2)

← BROWN, KATHRYN, MARIEOwnerMANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Jan 25, 2018 to Jun 24, 2024factForm ADV
← MORTON, DENNIS, CHARLESOwnerMANAGING MEMBER, PARTNER, FINANCIAL ADVISOR, ownership code D, individual
Jan 25, 2018 to Jun 24, 2024factForm ADV

Moved with (1)

← CORBENIC PARTNERS, LLCRegistered adviser2 advisors, team lift out, same day
Apr 30, 2018 to Apr 25, 2018factForm ADV

Dated events

Occurred
Aug 26, 2025
Advisor changed firm
Sean Anthony Roth left Morton Brown Family Wealth Llc for Commonwealth Financial Network (registered 2025-08-29)
Form ADVobserved 5 days ago
Occurred
Jan 25, 2018
First Form ADV filing
Morton & Brown filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:26a1e298-58e7-8dc1-b0b3-84ca7ca4e3f8
First observed: Jan 25, 2018
Last observed: May 12, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MORTON BROWN FAMILY WEALTH LLC

CRD 292278

ALLENTOWN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:26a1e298-58e7-8dc1-b0b3-84ca7ca4e3f8

Data as of May 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:28 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KATHRYN MARIE BROWN

Certified Financial Planner|Chartered Financial Consultant

ALLENTOWN, PA

DENNIS CHARLES MORTON

Certified Financial Planner|Chartered Financial Consultant

ALLENTOWN, PA

CODY RYAN DEMMEL

Certified Financial Planner

ALLENTOWN, PA

Jonathan David Kerstetter

Certified Financial Planner

ALLENTOWN, PA

Julia Naccarato

n/a

ALLENTOWN, PA

Christian Raphael Guldin

n/a

ALLENTOWN, PA

n/a

Alison EHRET

n/a

ALLENTOWN, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BROWN, KATHRYN, MARIE

MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER

yes

01/2018

Jan 25, 2018

Jun 24, 2024

MORTON, DENNIS, CHARLES

MANAGING MEMBER, PARTNER, FINANCIAL ADVISOR

yes

01/2018

Jan 25, 2018

Jun 24, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

$483M

n/a

2024

Feb 19, 2025

$399M

n/a

2023

Mar 20, 2024

$318M

n/a

2022

Mar 15, 2023

$262M

n/a

2021

Mar 1, 2022

$252M

n/a

2020

Mar 19, 2021

$180M

n/a

2019

Mar 9, 2020

$140M

n/a

2018

Mar 24, 2019

$112M

$109M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$483M

$399M

21.2%

$262M

22.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CORBENIC PARTNERS, LLC

Apr 30, 2018

Apr 25, 2018

BETHLEHEM, PA

Team lift out

RIA to new firm

50.0%