MOREY & QUINN WEALTH PARTNERS LLC
Legal name: MOREY & QUINN WEALTH PARTNERS
CRD #332074 SEC #801-130974 OMAHA, NE (402) 502-9900
SEC Registered
Total AUM
$328.1M
Discretionary
$328.1M
Employees
5
Clients
1
Accounts
1,473
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $328.1M | $328.1M | $0 | 5 | 2 |
| Jul 2025 | $328.1M | $328.1M | $0 | 5 | 2 |
| Mar 2025 | $328.1M | $328.1M | $0 | 5 | 2 |
| Jan 2025 | $321.2M | $321.2M | $0 | 4 | 0 |
| Jan 2025 | $321.2M | $321.2M | $0 | 4 | 0 |
| Dec 2024 | $321.2M | $321.2M | $0 | 4 | 0 |
DateOct 2025
Total AUM$328.1M
Discretionary$328.1M
Non-Disc.$0
Employees5
Clients2
DateJul 2025
Total AUM$328.1M
Discretionary$328.1M
Non-Disc.$0
Employees5
Clients2
DateMar 2025
Total AUM$328.1M
Discretionary$328.1M
Non-Disc.$0
Employees5
Clients2
DateJan 2025
Total AUM$321.2M
Discretionary$321.2M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$321.2M
Discretionary$321.2M
Non-Disc.$0
Employees4
Clients0
DateDec 2024
Total AUM$321.2M
Discretionary$321.2M
Non-Disc.$0
Employees4
Clients0