CRD: 291228
Morrissey Wealth Management LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-12-2018
- Office Locations
- 1
Office Locations
About Morrissey Wealth Management LLC
Morrissey Wealth Management is a fee-only, CFP-led firm focused on clients age 50+ who are nearing retirement or newly retired. It provides retirement planning (income, tax, and estate considerations) alongside ongoing investment management to help clients make work optional. The firm also publishes a “Retire with Ryan” podcast and offers a Free Retirement Assessment.
Reported data analysis
What the numbers show
Between June 2, 2025 and March 4, 2026, reported AUM increased 21.7%, from $135.6M to $165.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 162 clients, or 81 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
RYAN R MORRISSEY
Certified Financial Planner, Chief Compliance Officer, PRINCIPAL
- CRD
- #4422438
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Matthew Daniel Fernandez
Associate Wealth Advisor
- CRD
- #8103712
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $165,087,251 | $379,511 |
| Non-Discretionary | $0 | -- |
| Total | $165,087,251 | $379,511 |
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Separately Managed Accounts
SMA allocation detail is available
Morrissey Wealth Management LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.