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Austin Overholt

Morton Wealth

Calabasas, CA

CRD 7379999

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Employer firm

Morton Wealth CRD 141250

$3.47B regulatory AUM 14 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morton Wealth

27200 Agoura Road Suite 200, Calabasas, CA 91301 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-06-16
  • CA RA
    APPROVED
    Since 2021-06-16

Branch Locations

27200 Agoura Road Suite 200, Calabasas, CA 91301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morton Capital Management Calabasas CA 05/2019 Present
Oaks Christian School Westlake Village CA 08/2013 05/2019
  • 05/2019 → Present
    Morton Capital Management
    Calabasas, CA
  • 08/2013 → 05/2019
    Oaks Christian School
    Westlake Village, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-10
  • S65 Uniform Investment Adviser Law Examination
    2021-05-10

View on SEC IAPD

Nearby Firms

M83 INVESTMENT GROUP, LLC
BRIAN DENNIS, CFP®
MODERN WEALTH MANAGEMENT, LLC

Nearby Investors

ERIC JAY SELTER
JOSEPH ALAN SEETOO
ELIAS FRANCHESCO VERA

Nearby Offices

M83 INVESTMENT GROUP, LLC · CALABASAS, CA
MORTON WEALTH · Calabasas, CA
BRIAN DENNIS, CFP® · CALABASAS, CA

More in Calabasas, CA

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