Wealth manager, wrap-program sponsor · Omaha, NE
Morey & Quinn Wealth Partners
Morey & Quinn Wealth Partners LLC · SEC-registered investment adviser · CRD 332074 · SEC 801-130974
At a glance
Morey & Quinn Wealth Partners is an SEC-registered investment adviser based in Omaha, Nebraska, with $373 million in regulatory assets under management as of its Form ADV filed September 17, 2026. Its largest client group by assets is individuals, and it reports 548 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 3,722nd of 8,915 wealth managers and 9,122nd of 17,210 SEC-registered advisers by assets.
Main office 402-502-9900moreyandquinn.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $373M
- Rank among wealth managers
- #3,722 of 8,915
- Rank among all SEC RIAs
- #9,122 of 17,210
- Rank in Nebraska
- #43 of 71
- Individual clients
- 548
- High-net-worth clients
- 40
- Accounts
- 1,575
- Discretionary
- 99% of AUM
- Employees
- 4
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Michael A. MoreyPartner and Financial Advisor
- Katie A. BrunoPartner, Financial Advisor, and Chief Compliance Officer
- Pauline J. QuinnPartner and Financial Advisor
Custody and brokerage
Broker-dealer
Hybrid RIA
Morey & Quinn Wealth Partners is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed September 2026) names Cabot Lodge Securities as the broker-dealer its advisers are registered with.
Certain of our management persons are registered representatives of a broker-dealer, Cabot Lodge Securities LLC, member FINRA/SIPC.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 508 | $199M | 53% |
| High-net-worth individuals | 40 | $172M | 46% |
| Pension and profit sharing plans | – | $3M | <1% |
| Corporations or other businesses | – | $0M | <1% |
Disciplinary disclosures
Morey & Quinn Wealth Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗moreyandquinn.com ↗
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The full record on Morey & Quinn Wealth Partners
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 6,191 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Morey & Quinn Wealth Partners manage?
Morey & Quinn Wealth Partners reports $373 million in regulatory assets under management across 1,575 accounts, 99% of it on a discretionary basis, on its Form ADV filed September 17, 2026.
What kind of firm is Morey & Quinn Wealth Partners?
Morey & Quinn Wealth Partners is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Morey & Quinn Wealth Partners’s clients?
By assets, its largest client types are individuals ($199 million, 508 clients); high-net-worth individuals ($172 million, 40 clients); pension and profit sharing plans ($3 million).
Does Morey & Quinn Wealth Partners have any disciplinary history?
Morey & Quinn Wealth Partners reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Morey & Quinn Wealth Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-17), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →