MORRISSEY WEALTH MANAGEMENT LLC
CRD #291228 SEC #801-133766 NORTH HAVEN, CT (860) 986-7881
SEC Registered
Total AUM
$135.6M
Discretionary
$135.6M
Employees
3
Clients
10
Accounts
400
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $135.6M | $135.6M | $0 | 3 | 0 |
| May 2025 | $135.6M | $135.6M | $0 | 3 | 0 |
DateJun 2025
Total AUM$135.6M
Discretionary$135.6M
Non-Disc.$0
Employees3
Clients0
DateMay 2025
Total AUM$135.6M
Discretionary$135.6M
Non-Disc.$0
Employees3
Clients0