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Morrissey Wealth Management
MORRISSEY WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in NORTH HAVEN, CT, registered since 2025. The firm manages approximately $165...
Overview
MORRISSEY WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in NORTH HAVEN, CT, registered since 2025. The firm manages approximately $165 million in assets. It has 3 employees and 2 investment advisers.
General information
Firm type
Asset Manager
Frequently asked questions
Is Morrissey Wealth Management LLC registered with the SEC?
Yes. The firm is listed in the SEC's Investment Adviser Public Disclosure database as a registered investment advisor. Its most recent Form ADV filing confirms its status under the Investment Advisers Act of 1940, providing portfolio management and financial planning services.
Does the firm offer services beyond portfolio management?
The firm lists financial planning services in addition to portfolio management for individuals and high-net-worth clients, per its Form ADV. It also notes advisory work for pension and profit-sharing plans, but does not disclose tax, legal, or estate-planning services in public filings.
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