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Kristin Dillon

Morton Wealth

Calabasas, CA

CRD 7728155

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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 2026-01-13
  • CA RA
    APPROVED
    Since 2026-01-13

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 Wealth Calabasas CA 10/2021 Present
Kd Hair West Hills CA 02/2012 12/2021
  • 10/2021 → Present
    Morton Wealth
    Calabasas, CA
  • 02/2012 → 12/2021
    Kd Hair
    West Hills, CA
Designations
  • Certified Financial Planner

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

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