Morey & Quinn Wealth Partners
Firm details
- Headquarters
- Omaha, Nebraska
- CRD number
- 332074
- Registered since
- August 22, 2024
- Website
- moreyandquinn.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals53.22%
- HNWI45.94%
- Pension & Profit Sharing Plans0.7%
- Corporations / Businesses0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Morey & Quinn Wealth Partners is an independent registered investment adviser that entered SEC registration in 2024. The firm operates as a limited liability company and positions itself as a capital allocator for individual and family clients. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, and selection of outside managers. In addition to its RIA activities, the firm’s principals act as a registered representative of a broker‑dealer and operate as an insurance broker. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, reflecting a mix of ongoing portfolio management and project-based planning work. The firm does not describe itself as an active ESG investor and reports a single-state regulatory footprint rather than a multi-state adviser arrangement.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities46%
- Public Funds/Mutual Funds46%
- Cash & Cash Equivalents6%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
Contacts
3 of 3
Katie Bruno
Partner, Financial AdvisorCRD 6182203
Michael Morey
Partner, Financial AdvisorCRD 4993325
Pauline Quinn
Partner, Financial AdvisorCRD 2374597
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 183Active vs passive
$193M in ETFs
84%
$163M
15%
$30.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST CAPITAL STRENGTH ETF (FTCS) | First Trust | Passive | Large Blend | $7.4M | 78,413 | 3.81% |
Location
Omaha, NE
Douglas
Location
Omaha, NE
Headquartered in Omaha, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- Douglas
- Address
- 11225 Davenport St
- Time zone
- CT (UTC-6)
- Office locations
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