Morey & Quinn Wealth Partners
Morey & Quinn Wealth Partners is an SEC-registered mass-market adviser in Omaha, NE with $373.4M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Morey & Quinn Wealth Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332074, SEC 801-130974, data through 2026-04-03.
- AUM (assets under management / regulatory AUM)
- $373.4M (2026-04-03)
- Firm type
- Mass-Market Adviser
- Location
- Omaha, NE
- Employees
- 4
- Clients
- 548
- CRD
- 332074
- Ownership
- MOREY, MICHAEL, ANDREW; BRUNO, KATIE, ANN; QUINN, PAULINE, JO; KAB WEALTH MANAGEMENT LLC
How much AUM does Morey & Quinn Wealth Partners have?
Morey & Quinn Wealth Partners reported $373.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-03).
Who owns Morey & Quinn Wealth Partners?
Disclosed owners and executives of Morey & Quinn Wealth Partners include MOREY, MICHAEL, ANDREW, BRUNO, KATIE, ANN, QUINN, PAULINE, JO, KAB WEALTH MANAGEMENT LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.