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MORRISSEY WEALTH MANAGEMENT LLC

NORTH HAVEN, CT · CRD 291228 · IAPD ↗ · morrisseywealthmanagement.com · (860) 986-7881

$165.1MRegulatory AUM
2Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2025 — MORRISSEY WEALTH MANAGEMENT LLC (NORTH HAVEN, CT) is newly SEC-registered with $135.6M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.