Overview
Assets Under Management: $328 million
Headquarters: OMAHA, NE
High-Net-Worth Clients: 84
Average Client Assets: $3 million
Frequently Asked Questions
MOREY & QUINN WEALTH PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #332074), MOREY & QUINN WEALTH PARTNERS LLC is subject to fiduciary duty under federal law.
MOREY & QUINN WEALTH PARTNERS LLC is headquartered in OMAHA, NE.
MOREY & QUINN WEALTH PARTNERS LLC serves 84 high-net-worth clients according to their SEC filing dated July 29, 2025. View client details ↓
According to their SEC Form ADV, MOREY & QUINN WEALTH PARTNERS LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MOREY & QUINN WEALTH PARTNERS LLC manages $328 million in client assets according to their SEC filing dated July 29, 2025.
According to their SEC Form ADV, MOREY & QUINN WEALTH PARTNERS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.47
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,473
Discretionary Accounts: 1,473
Regulatory Filings
CRD Number: 332074
Filing ID: 2005558
Last Filing Date: 2025-07-29 09:36:00
Website: https://moreyandquinn.com