SourcingSourcing

MORRISSEY WEALTH MANAGEMENT LLC

C45
CRD 291228·SEC 801-133766·NORTH HAVEN, CT
AUM
$165.1M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$495K
@ 30% margin
Est. Deal Value
$4.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MORRISSEY WEALTH MANAGEMENT LLC
CRD
291228
SEC file #
801-133766
EIN
—
DBA names
—

Economics

AUM
$165.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$135.6M → $165.1M▲ +22%
Client mix
Individuals Other113
Individuals High Net Worth48
Charitable Organizations1

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
NORTH HAVEN CT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/04/2026
ADV-W filed at
—
Website
morrisseywealthmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MORRISSEY, RYAN, R
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MORRISSEY, RYAN, R
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MORRISSEYWEALTHMANAGEMENT.COM
Rdap Domain Creation Date
2017-10-17T18:32:53Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
11,360
Form 5500 Compensation Trajectory 3y
202511,360
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
11,360
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3773
Soi Zip Pct 200k Plus
0.1189
Soi Zip Returns 200k Plus
1,570
Soi Zip Total AGI
1,510,528
Fdic Zip Total Deposits
25,205,444,000
Fdic Zip Branch Count
316
Fdic Zip Top Banks
Webster Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Fleet Bank, National AssociationNorth Haven, CT
The Dime Savings Bank of WallingfordNorth Haven, CT
Fdic Zip HHI
517.85
Fdic Zip Top Bank Share Pct
9.83
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-17T18:32:53Z
Rdap Domain Last Changed
2025-10-18T13:29:47Z
Rdap Nameservers
Connect1.squarespacedns.comConnect2.squarespacedns.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI32,054
Returns2,770
Stub 2
AGI76,337
Returns2,040
Stub 3
AGI115,452
Returns1,860
Soi Zip Total Business Income
56,103
Soi Zip Total Cap Gains
53,086
Soi Zip Total Dividends
31,809
Soi Zip Total Returns
13,200
Top Owner CRD
4422438
Trust Company Affiliate
No

People (2)

2
MORRISSEY, RYAN, R
IAR · Direct Owner · 87.5%
4422438
Matthew Daniel Fernandez
IAR
8103712