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Morton WealthFinancial advisor in Calabasas, CA

Morton Wealth is a financial advisor at 27200 Agoura Rd #200, Calabasas, CA 91301, ranked #29 of 493 financial advisors in Calabasas and rated 5.0 from 25 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Calabasas, CAUpdated 0 paid placements in any rankingHow we rank

Call (818) 222-4727Website ↗

Key facts

Key facts about Morton Wealth
Address27200 Agoura Rd #200, Calabasas, CA 91301Get directions
Phone(818) 222-4727
Websitemortonwealth.com
HoursMonday to Thursday: 8 AM – 5 PM; Friday: 8 AM – 3 PM
Google rating5.0 from 25 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Calabasas and 11 towns within 25 miles: Agoura, Agoura Hills, Oak Park, West Hills, Woodland Hills, Thousand Oaks, Canoga Park, Malibu, Simi Valley, Chatsworth and Northridge.

Based in Calabasas, CAView on map

Opening hours

Opening hours for Morton Wealth
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 3 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Morton Wealth

How is Morton Wealth ranked in Calabasas?

Morton Wealth is ranked #29 of 493 financial advisors in Calabasas by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Morton Wealth’s hours?

Morton Wealth is open Monday to Friday. Its listed hours are Monday to Thursday, 8 AM – 5 PM; Friday, 8 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Morton Wealth serve?

Serves Calabasas and 11 towns within 25 miles: Agoura, Agoura Hills, Oak Park, West Hills, Woodland Hills, Thousand Oaks, Canoga Park, Malibu, Simi Valley, Chatsworth and Northridge. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Morton Wealth?

Morton Wealth has a rating of 5.0 from 25 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Morton Wealth?

Call Morton Wealth on (818) 222-4727. The business is at 27200 Agoura Rd #200, Calabasas, CA 91301. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Morton Wealth compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Morton Wealth (this business)—675.0 (25)NoNo
Jeremy Leibowitz, CFP® - Financial Advisor at Prosperitas Financial#27675.0 (28)NoNo22.0 mi
RVW Wealth, LLC#28675.0 (82)NoNo18.2 mi
ALEVO Financial & Insurance Agency#30674.9 (72)NoNo15.5 mi

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