Morgan-Aly Wealth Management, LLC

Overview

Morgan-Aly Wealth Management, LLC is a limited liability company that provides portfolio management to individuals, small businesses and institutional clients and also operates as an insurance broker. The firm is registered with the SEC, with registration recorded in 2026. Ownership is held by an individual and the firm charges fees as a percentage of assets under management. It does not identify as an active ESG investor, multi-state adviser, pension consultant, capital allocator, or related adviser in the available filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices