CRD: 291228
Morrissey Wealth Management LLC
$165.1M Total AUM
$165.1M Disc. AUM
-- 3Y CAGR
3 Employees
162 ADV. Clients
8 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-12-2018
- Office Locations
- 1
Office Locations
116 Washington Avenue Floor 3 North Haven CT
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.
Team overview
44 AVG AGE
$82.5M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
4.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
RYAN R MORRISSEY
Certified Financial Planner, Chief Compliance Officer, PRINCIPAL
- CRD
- #4422438
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
M
Matthew Daniel Fernandez
--
- CRD
- #8103712
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $165,087,251 | $379,511 |
| Non-Discretionary | $0 | -- |
| Total | $165,087,251 | $379,511 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Other:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing