Overview
Assets Under Management: $165 million
Headquarters: NORTH HAVEN, CT
High-Net-Worth Clients: 48
Average Client Assets: $2.2 million
Frequently Asked Questions
MORRISSEY WEALTH MANAGEMENT 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 #291228), MORRISSEY WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
MORRISSEY WEALTH MANAGEMENT LLC is headquartered in NORTH HAVEN, CT.
MORRISSEY WEALTH MANAGEMENT LLC serves 48 high-net-worth clients according to their SEC filing dated March 04, 2026. View client details ↓
According to their SEC Form ADV, MORRISSEY WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
MORRISSEY WEALTH MANAGEMENT LLC manages $165 million in client assets according to their SEC filing dated March 04, 2026.
According to their SEC Form ADV, MORRISSEY WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.14%
Average Client Assets: $2.2 million
Total Client Accounts: 435
Discretionary Accounts: 435
Regulatory Filings
CRD Number: 291228
Filing ID: 2055124
Last Filing Date: 2026-03-04 10:01:35