Coyote Wealth
Financial Advisor

Morton Capital Management

Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated March 9, 2026.

Award-winning wealth management in the San Fernando Valley

Calabasas, CAFounded 198725-50 employees

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About Morton Capital Management

Morton Capital Management is a Calabasas, CA fee-only RIA known for award-winning client service and comprehensive financial planning, investment management, and tax services for high-net-worth families.

Services & Specialties

Services

Financial Planning
Tax Planning
Philanthropic Planning

Financial Advisor Specialties

Investment Management
Retirement Planning

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Clean Record

Screened against SEC, FINRA, and state databases for disciplinary history.

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Pricing

Fee-Only (AUM)

Industries

Media & Entertainment
Real Estate
Technology & Software

States Served

California

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