MOREY & QUINN WEALTH PARTNERS

Legal name: MOREY & QUINN WEALTH PARTNERS LLC

CRD 332074File 801-130974

APPROVED

Retail clients

Custody

Filing as of Aug 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$373.4M

Below cohort median (national)

Discretionary AUM

$370.0M

Non-discretionary $3.4M

Clients

548

1,575 accounts

Employees

Below cohort median in NE

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Aug 22, 2024
Principal office: 11225 DAVENPORT STREET, SUITE 109, OMAHA, NE, 68154
Phone: (402) 502-9900
Website: https://www.youtube.com/@katiebruno-moreyquinnwealt4008

Assets & accounts

ADV Item 5F

Total regulatory AUM: $373.4M
Discretionary AUM: $370.0M
Non-discretionary AUM: $3.4M
Discretionary accounts: 1,572
Non-discretionary accounts: 3
Total accounts: 1,575
AUM per client: $681K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$499K
High net worth individuals	40	$171.6M
Pension and profit sharing plans	Fewer than 5	$2.6M
Individuals (other than high net worth individuals)	508	$198.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.