MA
MORETON ASSET MANAGEMENT, LLC
SEC RegisteredFARMINGTON, UThttps://moretonadvisors.com801-869-4200
Assets Under Management
$1B–$5B
Employees
5
Office Locations
1 office
Total Accounts
167
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthPension/Profit Sharing
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Investment Companies | 18 | — |
| State/Municipal Entities | 19 | — |
0 total clients reported on Form ADV.
Leadership
William Roger Moreton
MEMBER
Andrew James Robbins
CHIEF COMPLIANCE OFFICER
Jordan Christopher Hansen
MANAGING MEMBER
Jason Mark Williams
MANAGING MEMBER
Office locations
1 office in 1 state
UT
FARMINGTONHQ
Regulatory & compliance
CRD number
#133417
SEC Number
801-78112
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly
Data as of January 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
moretonadvisors.comPhone
801-869-4200Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MORETON ASSET MANAGEMENT, LLC 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 the SEC or FINRA websites before making any decision.