$373.4M Total AUM
$370.0M Disc. AUM
-- 3Y CAGR
4 Employees
571 ADV. Clients
1 yrs Firm Age
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Ridge capital
- Established Date
- 08-22-2024
- Office Locations
- 1
Office Locations
11225 Davenport Street Suite 109 Omaha NE
About Morey & Quinn Wealth Partners
Morey & Quinn Wealth Partners is a Omaha-based RIA. The firm has been operating for 1 years. Managing $373.4M in total assets under management, with 3 advisory representatives. They custody assets with Raymond James. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
30 AVG AGE
$124.5M AVG AUM / ADVISOR
$654.0K AVG AUM / CLIENT
1.8 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Unison Signal peak
Client Personas
Summit ridge
Investment Themes
Ridge Summit
Investment Vehicles
Focus zenith
Services
Legacy matrix Atlas Quantum Beacon pathway Peak ridge Horizon vector Unison
Technology
Quantum alpha
Owner & Executives
MICHAEL ANDREW MOREY
Financial Advisor, PARTNER
- CRD
- #4993325
- Ownership
- 25% but less than 50%
(376) 329-1451
vector.radial@vectorcapital.com
in linkedin.com/in/beacon-vital
PAULINE JO QUINN
Financial Advisor, PARTNER
- CRD
- #2374597
- Ownership
- 25% but less than 50%
(265) 800-3948
vertex.meridian@focuscapital.com
in linkedin.com/in/peak-wave
Z
Zenith unison
Zenith frontier fusion
- CRD
- #41860
- Ownership
- 47.4%
(656) 713-1612
insight.pioneer@glaciercapital.com
in linkedin.com/in/prime-pathway
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $369,987,532 | $235,361 |
| Non-Discretionary | $3,440,797 | $1,146,932 |
| Total | $373,428,329 | $237,097 |
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Separately Managed Accounts
Total SMA Asset: $373,428,329
Equity - Exchange:
19.5% Public Funds:
20.7% Cash:
16.0% Corporate - Investment Grade:
9.1% U.S. Government/Agency:
9.1% Municipal Bonds:
5.8% Private Funds:
19.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,066,416,291 | 19.5% |
| Public Funds | $1,132,041,908 | 20.7% |
| Cash | $875,008,238 | 16.0% |
| Corporate - Investment Grade | $497,660,936 | 9.1% |
| U.S. Government/Agency | $497,660,936 | 9.1% |
| Municipal Bonds | $317,190,486 | 5.8% |
| Private Funds | $1,082,822,695 | 19.8% |
| Total | $5,468,801,490 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY TIMBER | RIDGE QUANTUM | R5R9MJDT6 | MYYZ | 5.46% | $31,574,414 |
| OPTIMA EAGLE | EAGLE CREST | MHVZ55J53 | BGN | 11.26% | $23,074,115 |
| RADIAL UNISON BRIDGE | PIONEER OPTIMA | NONDJOISI | VIIA | 8.75% | $51,740,402 |
| PIONEER HORIZON | MOMENTUM DELTA | JLHNDUK3T | ARPZS | 4.33% | $35,510,116 |
| EAGLE OPTIMA | NORTH VITAL | 4WE2YQNNQ | TNH | 6.29% | $87,656,969 |
| FOCUS VECTOR UNISON | ELEMENT MOMENTUM | J105VZY8W | FLSHV | 4.44% | $13,251,837 |
| INSIGHT VITAL | PIONEER CATALYST | PMJI1FXG6 | OWR | 12.33% | $6,954,451 |
| FRONTIER OPTIMA RIDGE | GLACIER OAK | H8YATEALM | LNJI | 8.87% | $62,618,628 |