Morey & Quinn Wealth Partners LLC
● SEC registered since 2024CRD 332074SEC# 801-130974Omaha, NE
Reg. AUM
$373.4M
Employees
4
Accounts
1,575
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 $373.4 million in regulatory assets under management and employs 4 people.
Morey & Quinn Wealth Partners LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kab Wealth Management LLC | Shareholder | 25-50% | 2025 |
| Katie Ann Bruno Control | Partner, Financial Advisor, And Chief Compliance Officer | Under 5% | 2024 |
| Michael Andrew Morey Control | Partner And Financial Advisor | 25-50% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Morey & Quinn Wealth Partners LLC manage?
Morey & Quinn Wealth Partners LLC reports $373.4 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 4 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
| Address | 11225 Davenport Street, Suite 109, Omaha, NE 68154 |
| Phone | (402) 502-9900 |
| Fax | (402) 502-9910 |
| Office hours | 8:30-4:30 |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$373.4M▲ 16%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$373.4Mregulatory AUM
Discretionary $370MNon-discretionary $3.4M