Wealth Manager
    SEC Registered

    Moreton Asset Management, LLC

    Registered investment advisor · Farmington, Utah · CRD #133417

    Assets Under Management
    $4.7B
    Client Accounts
    167
    Employees
    5
    CRD Number
    133417
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Moreton Asset Management, LLC

    Based in Salt Lake City, UT, Moreton Asset Management provides investment advisory services for corporations, municipalities, non-profits, credit unions, hospitals, and insurance companies. Moreton specializes in structuring fixed income portfolios that are tailored to meet the specific liquidity and diversification needs of our clients. Moreton maintains a low client-to-portfolio manager ratio that ensures frequent meaningful client interaction. The Moreton team has over 60 years of combined

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Moreton Asset Management, LLC

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    Frequently Asked Questions

    What is Moreton Asset Management, LLC's AUM?

    Moreton Asset Management, LLC reports approximately $4.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Moreton Asset Management, LLC headquartered?

    Moreton Asset Management, LLC is headquartered in Farmington, Utah.

    What is Moreton Asset Management, LLC's CRD number?

    Moreton Asset Management, LLC's CRD number is 133417. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Moreton Asset Management, LLC manage?

    Moreton Asset Management, LLC manages approximately 167 client accounts according to its latest SEC filing.

    Is Moreton Asset Management, LLC SEC registered?

    Yes, Moreton Asset Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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