Morrissey Wealth Management LLC
Morrissey Wealth Management LLC is an SEC-registered wealth manager in North Haven, CT with $165.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Morrissey Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 291228, SEC 801-133766, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $165.1M (2026-03-04)
- Firm type
- Wealth Manager
- Location
- North Haven, CT
- Employees
- 3
- Clients
- 162
- CRD
- 291228
- Ownership
- MORRISSEY, RYAN, R
How much AUM does Morrissey Wealth Management LLC have?
Morrissey Wealth Management LLC reported $165.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Morrissey Wealth Management LLC?
Disclosed owners and executives of Morrissey Wealth Management LLC include MORRISSEY, RYAN, R. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.