Bryan Vito Phelan
Investment Adviser Representative at Morton Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Bryan Vito Phelan is an investment adviser representative with Morton Wealth in Calabasas, CA, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California.
Office
Advisors at this office: 27
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Morton WealthJun 2025 – no end date reportedCalabasa, CA
- Us-lbmSep 2024 – Jun 2025South Lake tahoe, CA
- Flanders IncSep 2023 – Jul 2024Evansville, IN
- Phelan Auto GroupJan 2017 – May 2022Macon, GA
- Polay and ClarkJun 2015 – Sep 2017Atlanta, GA
- UnemployedMay 2022 – Sep 2023South Lake Tahoe, CA
- UnemployedJul 2024 – Sep 2024South Lake Tahoe, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Morton Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $1,000,000 (waivable)
- First $5,000,0001.00%
- Above $5,000,0000.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 28
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Calabasas, CA
- SEC file number:
- 801-67025
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 5, 2026
View full firm profileOther advisors at Morton Wealth
Showing 12 of 28 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bryan Vito Phelan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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