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| Happy Holidays!! thanks for using AUM13F!! |
| Morey & Quinn Wealth Partners LLC
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| CRD # | 332074 |
| SEC # | 801-130974 |
| CIK # | 0002055521 |
| AUM | $328.1 M (2025-07-29) |
| Employees | 5 (60% Investors, 40% Brokers) |
| Phone | 402-502-9900 |
| Address | 11225 Davenport Street Omaha, NE 68154 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002055521 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 7.1 | ||
| Apple Inc | 6.0 | ||
| Microsoft Corp | 4.1 | ||
| Union Pacific Corp | 3.3 | ||
| Fortress Transportation & Infrastructure Investors LLC | 2.8 | ||
| Amazon Com Inc | 2.5 | ||
| Allstate Corp | 2.0 | ||
| Wal Mart Stores Inc | 1.9 | ||
| Enterprise Products Partners L P | 1.9 | ||
| Deere & Co | 1.4 | ||
| Boston Scientific Corp | 1.3 | ||
| Oneok Inc /New/ | 1.2 | ||
| Progressive Waste Solutions Ltd | 1.2 | ||
| Tempur Pedic International Inc | 1.1 | ||
| Health Care REIT Inc /DE/ | 1.1 | ||
| Oracle Corp | 1.0 | ||
| Tesla Motors Inc | 1.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 436 | 113.3 |
| (b) Individuals (high net worth individuals) | 84 | 214.8 |
| (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 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,473 | 328.1 |
| By Discretionary | ||
| Discretionary | 1,473 | 328.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,473 | 328.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 326.9 | |
| Total | 1,473 | 328.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002055521] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Family Capital Management Inc
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|
MI | 0.3 |
|
Marin Bay Wealth Advisors LLC
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|
CA | 0.3 |
|
Cox Capital Management LLC
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|
MA | 0.3 |
|
Platform Wealth Management LLC
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|
UT | 0.3 |
|
Altruist Financial Advisors LLC
✚
|
0.3 | |
|
Adapt Wealth Advisors LLC
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|
GA | 0.3 |
|
Capasso Planning Partners LLC
✚
|
SC | 0.3 |
|
Northeast Planning Associates Inc
✚
|
NH | 0.3 |
|
TFR Capital LLC
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|
TX | 0.3 |
|
Kirtland Financial Management Inc
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|
FL | 0.3 |