Morrissey Wealth Management LLC
● SEC registered since 2025CRD 291228SEC# 801-133766North Haven, CT
Reg. AUM
$165.1M
Employees
3
Accounts
435
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 $165.1 million in regulatory assets under management and employs 3 people.
Morrissey Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ryan R Morrissey Control | Principal And Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Morrissey Wealth Management LLC manage?
Morrissey Wealth Management LLC reports $165.1 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
| Address | 116 Washington Avenue, Floor 3, North Haven, CT 06473 |
| Phone | (860) 986-7881 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$165.1M▲ 22%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$165.1Mregulatory AUM
Discretionary $165.1M