{"@context":{"@vocab":"https://schema.org/"},"@type":"FinancialService","@id":"https://api.ai-analytics.org/adviser/291228#adviser","name":"MORRISSEY WEALTH MANAGEMENT LLC","alternateName":"MORRISSEY WEALTH MANAGEMENT LLC","identifier":[{"@type":"PropertyValue","propertyID":"CRD number","value":"291228"},{"@type":"PropertyValue","propertyID":"SEC file number","value":"801-133766"}],"address":{"@type":"PostalAddress","addressLocality":"NORTH HAVEN","addressRegion":"CT","postalCode":"06473","addressCountry":"United States"},"url":"HTTP://MORRISSEYWEALTHMANAGEMENT.COM","description":"MORRISSEY WEALTH MANAGEMENT LLC is a Registered Investment Adviser based in NORTH HAVEN, CT. Reports $165,087,251 in regulatory assets under management. No Form ADV Item 11 disciplinary disclosures reported.","additionalProperty":[{"@type":"PropertyValue","propertyID":"Adviser type","value":"Registered Investment Adviser"},{"@type":"PropertyValue","propertyID":"SEC status","value":"Approved"},{"@type":"PropertyValue","propertyID":"Regulatory AUM (USD)","value":165087251},{"@type":"PropertyValue","propertyID":"Number of accounts","value":435},{"@type":"PropertyValue","propertyID":"Employees","value":3},{"@type":"PropertyValue","propertyID":"Private funds managed","value":0}],"sameAs":["https://adviserinfo.sec.gov/firm/summary/291228","https://reports.adviserinfo.sec.gov/reports/ADV/291228/PDF/291228.pdf"],"isAccessibleForFree":true,"license":"https://creativecommons.org/publicdomain/zero/1.0/","_source":{"data_provider":"AI Analytics","data_provider_url":"https://api.ai-analytics.org","license":"https://creativecommons.org/publicdomain/zero/1.0/","primary_source":"https://adviserinfo.sec.gov/","primary_source_dataset":"https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-advisers","generated_at":"2026-06-27T05:51:16.399Z"}}