# Massey Morgan Wealth Management, LLC

> Massey Morgan Wealth Management, LLC is a state-registered investment advisory firm, registered since 2012, with no regulatory assets under management reported in its Form ADV filing dated August 21, 2026.

- CRD: 160821
- Filed as: MASSEY MORGAN WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: August 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/160821
- AdvisorCensus page: https://advisorcensus.com/firm/massey-morgan-wealth-management-llc-160821

## Quick answers

**How is Massey Morgan Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Massey Morgan Wealth Management, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Massey Morgan Wealth Management, LLC registered with the SEC or a state?**
Massey Morgan Wealth Management, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 160821.

**Does Massey Morgan Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/160821

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- masseymorgan.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Massey Morgan Wealth Management, LLC (CRD 160821): Form ADV filing data as of October 2026.