Morse Asset Management, Inc.
Morse Asset Management, Inc. is an SEC-registered wealth manager in Darien, CT with $534.3M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Morse Asset Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285650, SEC 801-108550, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $534.3M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Darien, CT
- Employees
- 6
- Clients
- 198
- CRD
- 285650
- Ownership
- ADELMAN, LAUREN, KOBY; MORSE, ROBERT, BRADLEY; ESTATE OF ROBERT P. MORSE; MCLAUGHLIN, IAN, ANDREW; WANG, JIAN, H
How much AUM does Morse Asset Management, Inc. have?
Morse Asset Management, Inc. reported $534.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Morse Asset Management, Inc.?
Disclosed owners and executives of Morse Asset Management, Inc. include ADELMAN, LAUREN, KOBY, MORSE, ROBERT, BRADLEY, ESTATE OF ROBERT P. MORSE, MCLAUGHLIN, IAN, ANDREW, WANG, JIAN, H. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.