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| Morey & Quinn Wealth Partners LLC
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|---|---|
| CRD # | 332074 |
| SEC # | 801-130974 |
| CIK # | 0002055521 |
| AUM | 373.4 M (2026-04-03) |
| Employees | 4 (75% Investors, 25% Brokers) |
| Phone | 402-502-9900 |
| Address | 11225 Davenport Street Omaha, NE 68154 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 7.6 | ||
| Apple Inc | 7.5 | ||
| Fortress Transportation & Infrastructure Investors LLC | 5.8 | ||
| Union Pacific Corp | 3.7 | ||
| Microsoft Corp | 3.3 | ||
| Wal Mart Stores Inc | 2.8 | ||
| Amazon Com Inc | 2.4 | ||
| Enterprise Products Partners L P | 2.3 | ||
| Allstate Corp | 2.1 | ||
| Deere & Co | 1.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 508 | 198.7 |
| (b) Individuals (high net worth individuals) | 40 | 171.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,575 | 373.4 |
| By Discretionary | ||
| Discretionary | 1,572 | 370.0 |
| Non-Discretionary | 3 | 3.4 |
| Total | 1,575 | 373.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 372.1 | |
| Total | 1,575 | 373.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002055521] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 23 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Pitti Group Wealth Management LLC
✚
|
NY | 374.3 M |
|
Comprehensive Wealth Solutions LLC
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|
FL | 374.3 M |
|
Aurora Private Wealth Inc
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NJ | 374.0 M |
|
Demars Financial Group LLC
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WA | 374.0 M |
|
BA Roberts Financial Services Inc
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|
MI | 373.9 M |
|
Torren Management LLC
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CA | 373.5 M |
|
UniWealth Advisors Inc
✚
|
373.2 M | |
|
Kunath Karren Rinne & Atkin LLC
✚
|
WA | 373.0 M |
|
The Karras Company Inc
✚
|
UT | 372.9 M |
|
Richard W Paul & Associates LLC
✚
|
MI | 372.8 M |