# MORRISSEY WEALTH MANAGEMENT LLC

MORRISSEY WEALTH MANAGEMENT LLC of NORTH HAVEN, CT is an SEC-registered investment adviser.

## Registration

- CRD: 291228
- Type: SEC-registered investment adviser
- SEC file number: 801-133766
- Location: 116 WASHINGTON AVENUE, FLOOR 3, NORTH HAVEN, CT, 06473
- Phone: (860) 986-7881
- Latest filing: 2026-03-04
- Regulatory AUM: $165.1M
- Discretionary AUM: $165.1M
- Clients: 3
- Accounts: 435

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Ryan R Morrissey | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/291228/brochure
- Similar advisers: https://search.stillhousedata.com/firm/291228/similar
- Related entities: https://search.stillhousedata.com/firm/291228/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/291228

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.