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.

Adviser

MORTON WEALTHCRD 141250

Fund type

Securitized Asset Fund

Latest reported GAV

$7.0Mgross asset value on Schedule D 7.B(1), as of 2026-05-05; never fund size

Peak reported GAV

$10.4M

Beneficial owners

95

Minimum investment

$50,000

Owned by the adviser

400%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

no

Organised in

California, United States

First reported

Nov 1, 2021

Last reported

May 5, 2026fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

9

Fund id

805-3663347497

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c6ba68fc-5532-d485-4388-4784687790cd

First observed

Nov 1, 2021

Last observed

May 5, 2026 4 months ago

Source families

Federal regulator filings

1 registered feed 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.