MORRISSEY WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$165,087,251
Discretionary
$165,087,251
Non-discretionary
$0
Firm details
- CRD number
- 291228
- SEC file number
- 801-133766
- Main office
- NORTH HAVEN, CT, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.