Beau Thomas Wirick
Investment adviser representative at Morton Wealth
12 yearsExperience
1 stateRegistered in
$3.5BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Morton WealthJan 2023 to now
- Wirick MediaJan 2021 to now
- Sagespring Wealth PartnersNov 2022 to Dec 2022
- VanbridgeAug 2022 to Dec 2022
- Plunkett Wealth TeamApr 2022 to Dec 2022
- Southwestern Investment Advisory ServicesJan 2021 to Nov 2022
- Raymond James Financial Services, Inc.Nov 2020 to Dec 2022
- Southwestern Investment GroupNov 2020 to Nov 2022
- Dvg Entertainment LLCJan 2014 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Morton Wealth
Legal name: Morton Capital Management, LLC
$3.5BAssets managed
1,279Clients
31Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7313901
- Firm CRD
- 141250