This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd= related_bank= bd_reps=1.0

Regulatory AUM

$373MItem 5.F on the latest filing (2026-09-17); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$370M

Private client RAUM

$370MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$124Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,575

Individual clients

508

High net worth clients

40

Custody, client assets

$16.8M

SEC number

801-130974

CRD

332074

Filings on the tape

15

First filed

Jul 24, 2024

Latest filed

Sep 17, 2026

Organised

Limited Liability Company, NE

• Occurred

  Oct 2, 2024
  Team lift-out

  3 advisors left Raymond James Financial Services Advisors, Inc (Omaha, NE) for Morey & Quinn Wealth Partners on the same day

  Form ADVobserved 5 days ago
  3 advisors
• Occurred

  Jul 24, 2024
  First Form ADV filing

  Morey & Quinn Wealth Partners filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:12f8de41-b718-ae16-4dfa-d57336c31a66

First observed

Jul 24, 2024

Last observed

Sep 17, 2026 3 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.