RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Nebraska
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 29, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BRUNO, KATIE, ANNIPARTNER, FINANCIAL ADVISOR, AND CHIEF COMPLIANCE OFFICERC Control
BRUNO, KATIE, ANNIPARTNER, FINANCIAL ADVISOR, AND CHIEF COMPLIANCE OFFICERC Control
BRUNO, KATIE, ANNIPARTNER, FINANCIAL ADVISOR, AND CHIEF COMPLIANCE OFFICERC Control
BRUNO, KATIE, ANNIPARTNER, FINANCIAL ADVISOR, AND CHIEF COMPLIANCE OFFICERC Control
BRUNO, KATIE, ANNIPARTNER, FINANCIAL ADVISOR, AND CHIEF COMPLIANCE OFFICERC Control
BRUNO, KATIE, ANNIPARTNER, FINANCIAL ADVISOR, AND CHIEF COMPLIANCE OFFICERC Control
BRUNO, KATIE, ANNIPARTNER, FINANCIAL ADVISOR, AND CHIEF COMPLIANCE OFFICERC Control
BRUNO, KATIE, ANNIPARTNER, FINANCIAL ADVISOR, AND CHIEF COMPLIANCE OFFICERC Control
BRUNO, KATIE, ANNIPARTNER, FINANCIAL ADVISOR, AND CHIEF COMPLIANCE OFFICERC Control
BRUNO, KATIE, ANNIPARTNER, FINANCIAL ADVISOR, AND CHIEF COMPLIANCE OFFICERC Control
MOREY, MICHAEL, ANDREWIPARTNER AND FINANCIAL ADVISORC Control
MOREY, MICHAEL, ANDREWIPARTNER AND FINANCIAL ADVISORC Control
MOREY, MICHAEL, ANDREWIPARTNER AND FINANCIAL ADVISORC Control
MOREY, MICHAEL, ANDREWIPARTNER AND FINANCIAL ADVISORC Control
MOREY, MICHAEL, ANDREWIPARTNER AND FINANCIAL ADVISORC Control
MOREY, MICHAEL, ANDREWIPARTNER AND FINANCIAL ADVISORC Control
MOREY, MICHAEL, ANDREWIPARTNER AND FINANCIAL ADVISORC Control
MOREY, MICHAEL, ANDREWIPARTNER AND FINANCIAL ADVISORC Control
MOREY, MICHAEL, ANDREWIPARTNER AND FINANCIAL ADVISORC Control
MOREY, MICHAEL, ANDREWIPARTNER AND FINANCIAL ADVISORC Control
QUINN, PAULINE, JOIPARTNER AND FINANCIAL ADVISORC Control
QUINN, PAULINE, JOIPARTNER AND FINANCIAL ADVISORC Control
QUINN, PAULINE, JOIPARTNER AND FINANCIAL ADVISORC Control
QUINN, PAULINE, JOIPARTNER AND FINANCIAL ADVISORC Control
QUINN, PAULINE, JOIPARTNER AND FINANCIAL ADVISORC Control
QUINN, PAULINE, JOIPARTNER AND FINANCIAL ADVISORC Control
QUINN, PAULINE, JOIPARTNER AND FINANCIAL ADVISORC Control
QUINN, PAULINE, JOIPARTNER AND FINANCIAL ADVISORC Control
QUINN, PAULINE, JOIPARTNER AND FINANCIAL ADVISORC Control
QUINN, PAULINE, JOIPARTNER AND FINANCIAL ADVISORC Control

Registrations

Federal

IA
Oct 29, 2025 REGISTERED

Notice Filings (12)

AZ CO FL GA IA LA MN MO NE SD TX VA

Address

11225 DAVENPORT STREET
SUITE 109
OMAHA, NE 68154
United States
Phone: (402) 502-9900