Investment adviser · CRD 332074
MOREY & QUINN WEALTH PARTNERS
Investment adviser filing (IA)
MOREY & QUINN WEALTH PARTNERS LLC
OMAHA, NE, United States · Form ADV filed Sep 17, 2026
- Regulatory AUM
- $373M Form ADV · Item 5.F
- Client accounts
- 1,575 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 508 | $198,732,086 | 53.2% |
| High-net-worth individuals | 40 | $171,569,919 | 45.9% |
| Retirement plans | Fewer than 5 | $2,627,441 | 0.7% |
| Corporations & businesses | Fewer than 5 | $498,883 | 0.1% |
Filing source
Form ADV 2133312 · Sep 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
11225 DAVENPORT STREET, SUITE 109OMAHA, NE, 68154, United States
CRD 332074
Filing source
Form ADV 2133312 · Sep 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.