MORRISSEY WEALTH MANAGEMENT LLC

Overview

Morrissey Wealth Management LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves both individuals and families as well as institutional clients, and frames its advice around financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Fee arrangements include asset-based fees alongside hourly and fixed-fee engagements, which lets the firm mix ongoing relationship billing with project-based work. Investment activity centers on pooled public funds—mutual funds and other public investment vehicles—rather than running proprietary products or acting as a boutique allocator. The firm is not positioned as an active ESG investor, is not a multi-state adviser per its filing, and does not serve as a pension consultant or related adviser. While the adviser is not a capital allocator in the sense of operating feeder funds or a platform of external managers, it does place client capital with third-party real estate managers and uses common retail investment products to construct client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices