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Morey & Quinn Wealth Partners LLC

● SEC registered since 2024CRD 332074SEC# 801-130974Omaha, NE
Export (members)
Reg. AUM
$328.1M
Employees
5
Accounts
1,473
Location
Omaha, NE

Morey & Quinn Wealth Partners LLC assets under management

Morey & Quinn Wealth Partners LLC operates as an SEC-registered investment adviser based in Omaha, NE. The firm has been registered since 2024. It reports $328.1 million in regulatory assets under management and employs 5 people.
moreyandquinn.comView on SEC.gov ↗

Morey & Quinn Wealth Partners LLC owners & executives

3 reported
NameTitleOwnershipSince
Katie Ann Bruno ControlPartner, Financial Advisor, And Chief Compliance Officer25-50%2024
Michael Andrew Morey ControlPartner And Financial Advisor25-50%2024
Pauline Jo Quinn ControlPartner And Financial Advisor25-50%2024

Frequently asked questions

How much does Morey & Quinn Wealth Partners LLC manage?

Morey & Quinn Wealth Partners LLC reports $328.1 million in regulatory assets under management on its Form ADV.

How many employees does Morey & Quinn Wealth Partners LLC have?

Morey & Quinn Wealth Partners LLC reports 5 employees.

Where is Morey & Quinn Wealth Partners LLC located?

Morey & Quinn Wealth Partners LLC is based in Omaha, NE and has been SEC-registered since 2024.

Does Morey & Quinn Wealth Partners LLC disclose fund performance?

Morey & Quinn Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11225 Davenport Street, Suite 109, Omaha, NE 68154
Phone(402) 502-9900
Fax(402) 502-9910
Office hours8:30-4:30
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$328.1M
Non-discretionary$0
Total (RAUM)$328.1M