Morrissey Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in North Haven, CT. Its latest Form ADV filing, dated March 4, 2026, reports $165M in regulatory assets under management, 3 employees, and 435 accounts.
Assets Under Management
$165M
Employees
3
Offices
--
Total Clients
162
Primary office
NORTH HAVEN, CT
116 WASHINGTON AVENUE, FLOOR 3, NORTH HAVEN, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.8% of total clients.
Top client categories% of clientsClients
1
Individuals
69.8%
113
2
HNWI
29.6%
48
3
Charitable
0.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$165Mas of March 4, 2026
Discretionary100.0%
$165M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$165M
Total Accounts435
10Y AUM Change+$29M (+21.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee54:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.