Morey & Quinn Wealth Partners

Overview

Headquarters

Omaha, NE

Total Firm Assets

$373 million

Average High-Net-Worth Client Portfolio Size

$4.3 million

Fee Disclosure

Source: 09 17 2026 MQW FORM ADV PART 2A AND 2B FINAL (2026-09-17) · View brochure text

Estimated Annual Advisory Fees

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets

45.94%

Number of High-Net-Worth Clients

40

Total Client Accounts

1,575

Discretionary Accounts

1,572

Non-Discretionary Accounts

3

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number

332074

• 09 17 2026 MQW FORM ADV PART 2A AND 2B FINAL (2026-09-17) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions