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MOR Wealth Management, LLC

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Client assets under management

$389,658,514

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Clients

143

60% high-net worth

Advisors

3

of 8 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

48

Typical

Average account size

$2,724,885

About

MOR Wealth Management primarily serves high-net-worth individuals and clients with philanthropic intent, and also works with pension and profit-sharing plans, charitable organizations, and other businesses. The firm provides financial planning, wealth management, retirement plan consulting, and portfolio management through fee-based advisory arrangements and third-party programs.

Advisors employ a range of investment methods and may use Commonwealth’s PPS Select model portfolios or PPS Custom discretionary accounts; the brochure describes Commonwealth’s five-step screening, evaluation, analysis, construction, and monitoring process and notes use of corporate rating services and third‑party research. Accounts are typically managed on a discretionary basis and certain PPS Select strategies accommodate tax-harvesting and other portfolio-level services.

The brochure highlights a number of features that are less common among peers: MORWM offers wrap-fee program participation through Commonwealth’s PPS Custom and PPS Select programs and discloses access to Commonwealth’s educational conferences and training programs for advisors (including complimentary or discounted event attendance). It also notes relationships that can create potential conflicts of interest — for example, continuing benefits tied to the firm’s partnership with Commonwealth (and transitional loans to advisors associated with Commonwealth’s acquisition by LPL Financial) and the firm’s use of third‑party ratings and corporate rating services in its research and marketing materials.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Family office services

Expertise

Business succession planning Retirement income strategy Charitable giving & philanthropy Cash flow / budgeting Tax-loss harvesting

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Flat or fixed fees available for financial planning and retirement plan consulting services; fee amounts negotiated with client

Percentage

$0 - $250,000: 0.05% $250,001 - $500,000: 0.04% $500,001 - $1,000,000: 0.03% $1,000,001 - $2,500,000: 0.02% $2,500,001+: 0.01% Less than $250,000 - $249,999: $300 flat fee for Retirement Plan Consulting $250,000 - $2,999,999: 0.12% $3,000,000 - $9,999,999: 0.09% $10,000,000 - $49,999,999: 0.05% $50,000,000 - $99,999,999: 0.03% $100,000,000+: 0.02%

Commissions

Advisors may receive commissions for insurance products sold; this is separate from advisory fees

Project-based

Up to $500 per hour for financial planning and retirement plan consulting services

Other

Account minimum: $2,000,000 Minimum fee: Minimum annual account fee of $60 for platform fee (minimum quarterly fee of $15) in PPS Custom; minimum annual program fee of $600 ($150 quarterly) for certain accounts in PPS Select Fee-only: Financial planning services may be charged as annual fee, hourly rate (up to $500/hour), or flat retainer fee; fees are negotiable

Main office location

MOR Wealth Management, LLC

100 E Penn Square, Suite 400

Philadelphia PA 19107, United States

Number of offices

1

Most active in

More info

California · Florida · Massachusetts · New Hampshire · New Jersey · New York · Pennsylvania · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 267-930-8300

Advisors at this firm

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Gregory J

CFP®, CFA®, Series 63

Philadelphia, PA

MOR Wealth Management, LLC

Gregory Johnson is a CFP® and CFA® with six years of experience in financial services. He currently works at MOR Wealth Management, LLC and has held prior roles 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 financial planning, discretionary asset management, and retirement-plan consulting to high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $380 million across about 155 client relationships, offering both advisor-managed strategies and third-party model portfolios through Commonwealth’s platforms.

Business succession planning Retirement income strategy Charitable giving & philanthropy Cash flow / budgeting Tax-loss harvesting Founder/Business Owner Executive
user avatar

Devin R

CFP®, CFA®, Series 66

Philadelphia, PA

MOR Wealth Management, LLC

Devin Rainone is a CFP® and CFA® with three years of industry experience. He is currently with MOR Wealth Management, LLC in Philadelphia, where he has worked since 2023. His prior experience includes roles at Commonwealth Financial Network, SK Wealth Management, and Massachusetts Mutual Life Insurance Company. MOR Wealth Management provides financial planning, discretionary asset management, and retirement-plan consulting to high-net-worth individuals, pension plans, and charitable organizations. The firm manages approximately $380 million across 155 client relationships and utilizes both advisor-managed strategies and third-party model portfolios through Commonwealth’s programs.

Business succession planning Retirement income strategy Charitable giving & philanthropy Cash flow / budgeting Tax-loss harvesting Founder/Business Owner Executive
user avatar

Matthew R

Series 66

Philadelphia, PA

MOR Wealth Management, LLC

Matthew Ramer is a financial advisor with MOR Wealth Management, LLC in Philadelphia, PA, holding a Series 66 credential and bringing 26 years of industry experience. He has worked with Commonwealth Financial Network and has been with MOR Wealth Management since 2013. 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 financial planning, discretionary asset management, and retirement-plan consulting to high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $380 million for about 155 client relationships, utilizing both advisor-managed strategies and third-party model portfolios through Commonwealth’s programs.

Business succession planning Retirement income strategy Charitable giving & philanthropy Cash flow / budgeting Tax-loss harvesting Founder/Business Owner Executive
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