Morton Wealth, a Los Angeles-based Registered Investment Advisor, was founded in 1983 by Lon Morton. From the beginning, Lon sought to redefine investment strategies, with a focus on empowering clients to make more informed, strategic decisions. Today, that mission drives our team, guiding the advice and strategies we provide.

Traditional investment models tend to limit investors to familiar territory—stocks and bonds—because they are accessible and well-known. However, there is a broader landscape of investments that can offer significant value for those who understand how to discover and assess them. At Morton Wealth, we specialize in diversifying portfolios across a range of asset classes beyond traditional securities, helping our clients unlock new opportunities for growth and resilience.

We believe true diversification means more than just spreading investments across various sectors of the stock market. Our approach incorporates a wider array of asset classes, such as real estate, private credit, asset-based lending, and royalty income streams. These alternative investments, while sometimes perceived as more complex, can offer greater stability and independence from unpredictable market, political, and economic conditions. By employing these assets, we aim to create portfolios that are more resilient, offering consistent performance through market cycles and helping our clients meet their long-term goals.