MOR Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$389,658,514
Clients
143
Advisors
3
of 8 employees
About
MOR Wealth Management provides discretionary investment management, financial planning, wealth management consulting and retirement‑plan consulting to individuals, high‑net‑worth clients, trusts, estates and businesses. The firm reports approximately $395.6 million in assets under management across about 143 client relationships served by a three‑person advisory team and generally implements account minimums in the neighborhood of $2 million (waivers possible).
The firm’s investment process is primarily long‑term oriented and typically relies on low‑cost, diversified mutual funds and ETFs while also using individual stocks and bonds when appropriate; MOR Wealth applies fundamental, technical and charting analysis to inform asset allocation and may transact more actively for rebalancing or to meet client cash needs. Accounts are managed on a discretionary basis with portfolios built to each client’s stated goals, risk tolerance and time horizon, and the firm supplements investment management with written financial plans and retirement participant advice as needed.
Distinctive features noted in the firm’s disclosures include sponsorship of a wrap‑fee program that bundles transactional and administrative “Covered Costs” into a single advisory fee (described in Appendix 1), and an institutional custody relationship that provides platform technology and other economic benefits. The firm also publicizes third‑party ratings in its materials and incorporates client education — including retirement plan participant advice and workshops — into its consulting services, characteristics that are less common among similar supported firms.
Client services
Expertise
Occupation focus
Fee options
Financial Planning Services offered with annual fixed fees payable in advance; Wealth Management Consulting fixed engagement fees available.
$0 - $1,999,999: Negotiable up to 1.25% annually Less than $250,000+: $300 flat fee (Retirement Plan Consulting) $250,000 - $2,999,999: 0.12% (Retirement Plan Consulting) $3,000,000 - $9,999,999: 0.09% (Retirement Plan Consulting) $10,000,000 - $49,999,999: 0.05% (Retirement Plan Consulting) $50,000,000 - $99,999,999: 0.03% (Retirement Plan Consulting) $100,000,000+: 0.02% (Retirement Plan Consulting)
Certain Advisory Persons are licensed insurance professionals who may receive commission-based compensation for selling insurance products.
Wealth Management Consulting hourly fees up to $500 per hour; Financial Planning Services hourly fees negotiable with advance payment.
Account minimum: $2,000,000 Minimum fee: Retirement Plan Consulting has a minimum flat fee of $300 for plans less than $250,000. Fee-only: Financial Planning Services offered on annual fixed fees payable in advance; rates negotiable based on complexity. Wealth Management Consulting offered on hourly basis up to $500 per hour or fixed fees; fees negotiable.
Main office
100 E Penn Square, Suite 400
Philadelphia PA 19107
Advisors at this office
3
Most active in
California · Florida · Massachusetts · New Hampshire · New Jersey · New York · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Gregory J
CFP®, CFA®, Series 63
Philadelphia, PA
MOR Wealth Management, LLC
Gregory Johnson is a CFP® and CFA® with six years of industry experience, currently serving as a financial advisor at MOR Wealth Management, LLC in Philadelphia, PA. His prior roles include positions at Commonwealth Financial Network, RiversEdge Advisors, Tiedemann Advisors, and JPMorgan Securities. Outside of finance, he has experience working in the restaurant industry. MOR Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, and individual securities, managing accounts on a discretionary basis tailored to clients’ goals and risk tolerance.
Devin R
CFP®, CFA®, Series 66
Philadelphia, PA
MOR Wealth Management, LLC
Devin Rainone is a CFP® and CFA® with four years of industry experience. He currently works at MOR Wealth Management, LLC and has prior experience with Commonwealth Financial Network, SK Wealth Management, and Massachusetts Mutual Life Insurance Company. MOR Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes a long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual stocks and bonds as appropriate, and manages accounts on a discretionary basis aligned with each client’s goals and risk tolerance.
Matthew R
Series 66
Philadelphia, PA
MOR Wealth Management, LLC
Matthew Ramer is a Series 66-registered advisor with MOR Wealth Management, LLC, based in Philadelphia, PA. He has 27 years of industry experience, including over a decade at MOR Wealth Management and nine years previously with Commonwealth Financial Network. Outside of finance, he is the sole owner and audio mastering engineer of Digilog Sound and serves on the boards of Spring Garden Pictures and Weathervane Music. MOR Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting primarily for high-net-worth individuals, trusts, estates, and businesses. The firm employs a long-term investment approach that utilizes low-cost diversified mutual funds and ETFs, alongside individual stocks and bonds, managing accounts on a discretionary basis tailored to clients’ goals, risk tolerance, and time horizon.
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