MORRISSEY WEALTH MANAGEMENT LLC

MORRISSEY WEALTH MANAGEMENT LLC of NORTH HAVEN, CT is an SEC-registered investment adviser (CRD 291228). Regulatory assets under management: $165.1M.

Registration

• CRD: 291228
• SEC file number: 801-133766
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 291228 on SEC IAPD (source of record)
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