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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Morrissey Wealth Management LLC
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|---|---|
| CRD # | 291228 |
| SEC # | 801-133766 |
| CIK # | |
| AUM | $135.6 M (2025-06-02) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 860-986-7881 |
| Address | 116 Washington Avenue North Haven, CT 06473 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 52.4 |
| (b) Individuals (high net worth individuals) | 39 | 79.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 4.2 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 400 | 135.6 |
| By Discretionary | ||
| Discretionary | 400 | 135.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 400 | 135.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 135.6 | |
| Total | 400 | 135.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Moulton Wealth Management Inc
✚
|
WA | 0.1 |
|
My Portfolio Guide LLC
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CA | 0.1 |
|
Redwood Coast Financial Partners
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CA | 0.1 |
|
Family Legacy Financial Solutions LLC
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NC | 0.1 |
|
ARK Royal Wealth Management LLC
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|
NC | 0.1 |
|
Lynnleigh & Company LLC
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|
NY | 0.1 |
|
Hackett Financial Group LLC
✚
|
TX | 0.1 |
|
Shapiro Financial Security Group Inc
✚
|
NJ | 0.1 |
|
Aventus Investment Advisors Inc
✚
|
FL | 0.1 |
|
Vision Capital Partners
✚
|
MI | 0.1 |