Overview
Assets Under Management: $335 million
High-Net-Worth Clients: 29
Average Client Assets: $11 million
Frequently Asked Questions
MOIRAI WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109675), MOIRAI WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
MOIRAI WEALTH MANAGEMENT LLC serves 29 high-net-worth clients according to their SEC filing dated February 04, 2025. View client details ↓
According to their SEC Form ADV, MOIRAI WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MOIRAI WEALTH MANAGEMENT LLC manages $335 million in client assets according to their SEC filing dated February 04, 2025.
According to their SEC Form ADV, MOIRAI WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.42
Average High-Net-Worth Client Assets: $11 million
Total Client Accounts: 202
Discretionary Accounts: 197
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 109675
Last Filing Date: 2025-02-04 00:00:00
Website: https://moirai.com