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MOREY & QUINN WEALTH PARTNERS

MOREY & QUINN WEALTH PARTNERS LLC

CRD 332074 · SEC 801-130974

Visit website

11225 DAVENPORT STREET, SUITE 109, OMAHA, NE, 68154, United States

Phone

(402) 502-9900

Fax

(402) 502-9910

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$373.4M

Discretionary AUM

$370.0M

Team

4 total employees; 3 advisory reps; 23 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-03

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals508$198.7M
High net worth individuals40$171.6M

States served

AZ, GA, IL, IA, LA, MN, NE, VA, MO, TX, FL, SD

All web addresses on file

Official SEC filing: View on IAPD