Morey & Quinn Wealth Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Omaha, NE. Its latest Form ADV filing, dated April 3, 2026, reports $373M in regulatory assets under management, 4 employees, and 1,575 accounts.
Assets Under Management
$373M
Employees
4
Offices
--
Total Clients
548
Primary office
OMAHA, NE
11225 DAVENPORT STREET, SUITE 109, OMAHA, NE, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 92.7% of total clients.
Top client categories% of clientsClients
1
Individuals
92.7%
508
2
HNWI
7.3%
40
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$373Mas of April 3, 2026
Discretionary99.1%
$370M
99% of total RAUM99.1%
Non-discretionary0.9%
$3M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$373M
Total Accounts1,575
10Y AUM Change+$373M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee137:1
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.