MORGAN-ALY WEALTH MANAGEMENT, LLC

Overview

Morgan-Aly Wealth Management, LLC is a boutique advisory firm that focuses on discretionary portfolio management for individuals, families and small businesses, while also operating as an insurance broker. The firm runs a fee model based on a percentage of assets under management and emphasizes equity-oriented portfolios. Investment activity is concentrated in exchange-traded securities and liquid equity exposures, with portfolio construction geared toward scalable strategies suitable for multiple client account sizes. Morgan-Aly is not an active ESG investor and does not present itself as a multi-state adviser or pension consultant; its client set includes both private clients and institutional relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices