Matthew Ramer
MOR Wealth Management · Philadelphia, Pennsylvania
Matthew Ramer is a fee-only financial advisor at MOR Wealth Management in Philadelphia, Pennsylvania. Matthew focuses on sustainable & impact investing, estate & legacy planning and family wealth transfer. MOR Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | MOR Wealth Management |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $395.6M across 813 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 4005710 |
| Exams passed | Series 66 (1999) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.morwm.com |
How Matthew's firm compares
- MOR Wealth Management's average account is about $487,000, from its Form ADV (assets managed divided by 813 accounts).
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Questions about Matthew
Is Matthew Ramer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and MOR Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, MOR Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Ramer based?
Matthew Ramer is based in Philadelphia, Pennsylvania.
What does Matthew specialize in?
Matthew's specialties include sustainable & impact investing, estate & legacy planning and family wealth transfer.
Is Matthew Ramer registered with the SEC?
Yes. Matthew Ramer is registered as an investment adviser representative in PA and TX (CRD 4005710), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MOR Wealth Management manage?
MOR Wealth Management reports $395.6M across 813 accounts in assets under management.
How do I contact Matthew Ramer?
Through Matthew's website, www.morwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- MOR Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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