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MOREY & QUINN WEALTH PARTNERS

OMAHA, NE · CRD 332074 · IAPD ↗ · (402) 502-9900

$373.4MRegulatory AUM
3Advisory reps
4Employees
23Clients
251-500Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — MOREY & QUINN WEALTH PARTNERS notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2026 — MOREY & QUINN WEALTH PARTNERS notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2026 — MOREY & QUINN WEALTH PARTNERS reports 251-500 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
August 2025 — MOREY & QUINN WEALTH PARTNERS began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
45
April 2025 — MOREY & QUINN WEALTH PARTNERS notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — MOREY & QUINN WEALTH PARTNERS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
February 2025 — MOREY & QUINN WEALTH PARTNERS notice-filed in LA, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
January 2025 — MOREY & QUINN WEALTH PARTNERS now reports custody of client assets ($500,000).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
January 2025 — MOREY & QUINN WEALTH PARTNERS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
50
November 2024 — MOREY & QUINN WEALTH PARTNERS notice-filed in AZ, CO, FL, IA, MN, MO, SD, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
September 2024 — MOREY & QUINN WEALTH PARTNERS (OMAHA, NE) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 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.