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MORRISSEY WEALTH MANAGEMENT LLC
CRD 291228 · SEC 801-133766
116 WASHINGTON AVENUE, FLOOR 3, NORTH HAVEN, CT, 06473, United States
Phone
(860) 986-7881
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$165.1M
Discretionary AUM
$165.1M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 113 | $60.8M |
| High net worth individuals | 48 | $104.2M |
| Charitable organizations | 1 | $52K |
States served
DE, TX, CT
All web addresses on file
Official SEC filing: View on IAPD