# Morrissey Wealth Management LLC

> Morrissey Wealth Management LLC is an SEC-registered investment advisory firm in North Haven, CT, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 291228
- Filed as: MORRISSEY WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: North Haven, CT
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/291228
- AdvisorCensus page: https://advisorcensus.com/firm/morrissey-wealth-management-llc-north-haven-ct-291228

## Quick answers

**How is Morrissey Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Morrissey Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Morrissey Wealth Management LLC charge?**
Its Form ADV Part 2A brochure dated March 4, 2026 states: Hourly rate: $400 an hour (financial planning and consulting services); Flat fee: $1,000 to $50,000 (financial planning and consulting services); Subscription: up to $3,000 a quarter (ongoing financial consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Morrissey Wealth Management LLC located?**
Morrissey Wealth Management LLC's principal office is in North Haven, CT, according to its Form ADV.

**Is Morrissey Wealth Management LLC registered with the SEC or a state?**
Morrissey Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 291228.

**How much does Morrissey Wealth Management LLC manage?**
Morrissey Wealth Management LLC reports $165,087,251 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary).

**How have Morrissey Wealth Management LLC's assets and staff changed since 2025?**
In the Form ADV data for Morrissey Wealth Management LLC: Regulatory assets under management: $135,613,936 in the October 2025 data and $165,087,251 in the October 2026 data, up 22%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Morrissey Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (113); high net worth individuals (48); charitable organizations (1).

**Which custodians does Morrissey Wealth Management LLC use?**
Morrissey Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Morrissey 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 SEC record: https://adviserinfo.sec.gov/firm/summary/291228

**Does Morrissey Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 4, 2026 says: "MWM generally imposes a minimum household size of $500,000 for establishing a relationship. This minimum may be waived at the discretion of management."

**What changed in Morrissey Wealth Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $135,613,936 to $165,087,251 (+22%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 4, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> MWM generally imposes a minimum household size of $500,000 for establishing a relationship. This minimum may be waived at the discretion of management.

- Hourly rate: $400 an hour (financial planning and consulting services)

> MWM offers financial planning and consulting services either on an hourly basis, a fixed engagement fee, or an ongoing subscription fee basis. Hourly engagements will be billed at $400 per hour.

- Flat fee: $1,000 to $50,000 (financial planning and consulting services)

> Fixed fee engagements generally range from $1,000 to $50,000, based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.

- Subscription: up to $3,000 a quarter (ongoing financial consulting)

> Ongoing financial consulting fees will not exceed $3,000 per quarter and will be outlined in the signed agreement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $165,087,251
- Discretionary: $165,087,251
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 113 | $60,804,722 |
| High net worth individuals | 48 | $104,230,649 |
| Charitable organizations | 1 | $51,880 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, DE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- morrisseywealthmanagement.com
- retirewithryan.com
- Facebook @morrisseywealthmanagement
- LinkedIn @ryan-morrissey-cfp-46714810
- X @ryanrmorrissey
- YouTube @UCuC2WfDTlzjz4LrXPuM-0FA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $135,613,936 | 3 | June 2, 2025 |
| October 2026 | $165,087,251 | 3 | March 4, 2026 |

Regulatory assets under management: $135,613,936 in the October 2025 data and $165,087,251 in the October 2026 data, up 22%.
Total employees: 3 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $135,613,936 to $165,087,251 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Morrissey Wealth Management LLC (CRD 291228): Form ADV filing data as of October 2026.