DBA: MOREY & QUINN WEALTH PARTNERS
| Total AUM | $373.4M |
| Discretionary | $370.0M99% of AUM |
| Non-Discretionary | $3.4M |
| Client Accounts | 1,575 |
| Avg Account Size | $237K |
| Employees | 4 |
| Peak AUM | $373.4MMar 2026 |
| AUM CAGR | +9.0% /yrover 2 yrs · 13 filings |
Total AUM
$373M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $373M | +13.8% | — | — | |
| Discretionary AUM | $370M | ||||
| Total AUM | $373.4M |
| Discretionary | $370.0M |
| Employees | 4 |
| Client Accounts | 1575 |
| Client Range | 251-500 |
Address
11225 DAVENPORT STREET
OMAHA NE 68154
Phone
(402) 502-9900
Filing History
13 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$370M
99.1% of AUM
Non-Discretionary
$3M
0.9% of AUM
Disc. mix ▼ 0.9pp vs 1 year ago
Custody
| — |
| — |
| Non-Disc. AUM | $3M | — | — | — |
| Total Accounts | 2k | +6.9% | — | — |
| Avg Account Size | $237,097.352 | +6.4% | — | — |
| Employees | 4 | 20.0% | 0.0% | — |
| AUM / Employee | $93M | +42.3% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $370M | +12.8% | — | — | |
| Institutional AUM | $3M | — | — | — | |
Client Count Segments | |||||
| HNW Clients | 508 | +16.5% | — | — | |
| Individuals | 40 | 52.4% | — | — | |