# Morrissey Wealth Management

Morrissey Wealth Management is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/ryan-morrissey-cfp-46714810

## Regulatory record

- **CRD number:** 291228
- **SEC file number:** 801-133766
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/291228

## About

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.

## 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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Last updated: 2026-06-03T20:00:00.000Z

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