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Morrissey Wealth Management LLC

● SEC registered since 2025CRD 291228SEC# 801-133766North Haven, CT
Export (members)
Reg. AUM
$135.6M
Employees
3
Accounts
400
Location
North Haven, CT

Morrissey Wealth Management LLC assets under management

Morrissey Wealth Management LLC is an SEC-registered investment adviser based in North Haven, CT. The firm has been registered since 2025. It reports $135.6 million in regulatory assets under management and employs 3 people.
morrisseywealthmanagement.comView on SEC.gov ↗

Morrissey Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Ryan R Morrissey ControlPrincipal And Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does Morrissey Wealth Management LLC manage?

Morrissey Wealth Management LLC reports $135.6 million in regulatory assets under management on its Form ADV.

How many employees does Morrissey Wealth Management LLC have?

Morrissey Wealth Management LLC reports 3 employees.

Where is Morrissey Wealth Management LLC located?

Morrissey Wealth Management LLC is based in North Haven, CT and has been SEC-registered since 2025.

Does Morrissey Wealth Management LLC disclose fund performance?

Morrissey Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address116 Washington Avenue, Floor 3, North Haven, CT 06473
Phone(860) 986-7881
Office hours9:00a.m. To 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$135.6M
Non-discretionary$0
Total (RAUM)$135.6M