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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MWA ASSET MANAGEMENT

MORTON WEALTH ADVISORS, CRD 142912

DANVERS, MA

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:44046e4f-cd1f-aee9-7f0c-510fcc017402

Data as of Mar 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Feb 15, 2018 to Mar 3, 2026
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

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=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $306MItem 5.F on the latest filing (2026-03-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $306M
Private client RAUM: $302MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $153Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 433
Individual clients: 87
High net worth clients: 93
SEC number: 801-112638
CRD: 142912
Filings on the tape: 25
First filed: Feb 15, 2018
Latest filed: Mar 3, 2026
Organised: Corporation, MA
Website: mwa-am.com

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
MICHAEL JOHN CAPOBIANCO	n/a	REVERE, MA \| Danvers, MA	19	35	6	no
RANDALL JONATHAN TAVILLA	n/a	Danvers, MA	13	24	5	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
CAPOBIANCO, MICHAEL, JOHN	Cco	D	yes	11/2006	Feb 15, 2018	Oct 16, 2024
TAVILLA, RANDALL, JONATHAN	Director	D	yes	08/2017	Feb 15, 2018	Oct 16, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
LATTANZI FINANCIAL SERVICES LLC	n/a	State registered	$8.3M	N	no	n/a

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 3, 2026	$306M	$306M	2	2	0	n/a	n/a
2024	Mar 25, 2025	$254M	$254M	2	2	0	n/a	n/a
2023	Mar 26, 2024	$231M	$230M	2	2	0	n/a	n/a
2022	Mar 30, 2023	$185M	$185M	2	2	0	n/a	n/a
2021	Mar 30, 2022	$192M	$192M	2	2	0	n/a	n/a
2020	May 2, 2021	$177M	$177M	2	2	0	n/a	n/a
2019	Jan 6, 2020	$133M	$133M	2	2	0	n/a	n/a
2018	Mar 14, 2019	$117M	$116M	2	2	1	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
0	0	0	0.0%	0	0	0	0	0

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	$306M	$254M	20.2%	$185M	18.3%	2	2	0	0

Relationships

Affiliated with (2)

→ LATTANZI FINANCIAL SERVICES LLCRegistered adviserother investment adviser
factForm ADV
← ALC ADVISORYRegistered adviserother investment adviser, control, common control
factForm ADV

Registered with (4)

← RANDALL JONATHAN TAVILLAAdvisorregistration: current employment
Sep 3, 2013 to presentfactForm ADV
← MICHAEL JOHN CAPOBIANCOAdvisorregistration: current employment
Mar 6, 2007 to presentfactForm ADV
← DAVID JAY MORTONAdvisorregistration: previous registration
Mar 6, 2007 to Jan 8, 2018factForm ADV
← JASON RICHARD NICASTROAdvisorregistration: previous registration
May 6, 2009 to Aug 29, 2013factForm ADV

Controls (2)

← CAPOBIANCO, MICHAEL, JOHNOwnerCCO, ownership code D, individual
Feb 15, 2018 to Oct 16, 2024factForm ADV
← TAVILLA, RANDALL, JONATHANOwnerDIRECTOR, ownership code D, individual
Feb 15, 2018 to Oct 16, 2024factForm ADV

Dated events

Occurred
Feb 15, 2018
First Form ADV filing
Morton Wealth Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:44046e4f-cd1f-aee9-7f0c-510fcc017402
First observed: Feb 15, 2018
Last observed: Mar 3, 2026 6 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.

MWA ASSET MANAGEMENT

MORTON WEALTH ADVISORS, CRD 142912

DANVERS, MA

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:44046e4f-cd1f-aee9-7f0c-510fcc017402

Data as of Mar 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:22 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL JOHN CAPOBIANCO

n/a

REVERE, MA | Danvers, MA

RANDALL JONATHAN TAVILLA

n/a

Danvers, MA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CAPOBIANCO, MICHAEL, JOHN

Cco

yes

11/2006

Feb 15, 2018

Oct 16, 2024

TAVILLA, RANDALL, JONATHAN

Director

yes

08/2017

Feb 15, 2018

Oct 16, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LATTANZI FINANCIAL SERVICES LLC

n/a

State registered

$8.3M

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 3, 2026

$306M

n/a

2024

Mar 25, 2025

$254M

n/a

2023

Mar 26, 2024

$231M

$230M

n/a

2022

Mar 30, 2023

$185M

n/a

2021

Mar 30, 2022

$192M

n/a

2020

May 2, 2021

$177M

n/a

2019

Jan 6, 2020

$133M

n/a

2018

Mar 14, 2019

$117M

$116M

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

$306M

$254M

20.2%

$185M

18.3%