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MOREY & QUINN WEALTH PARTNERS LLC

dba MOREY & QUINN WEALTH PARTNERS · CRD 332074 · Registered Investment Adviser

MOREY & QUINN WEALTH PARTNERS LLC is a Registered Investment Adviser headquartered in OMAHA, NE. The firm reports $373,428,329 in regulatory assets under management across 1,575 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$369,987,532
Non-discretionary$3,440,797
Total RAUM$373,428,329
Accounts1,575

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 332074. adviserinfo.sec.gov/firm/summary/332074.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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