Overview
Assets Under Management: $235 million
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 61
Average Client Assets: $3 million
Frequently Asked Questions
MUIRFIELD WEALTH ADVISORS 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 #316071), MUIRFIELD WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
MUIRFIELD WEALTH ADVISORS LLC is headquartered in CHARLOTTE, NC.
MUIRFIELD WEALTH ADVISORS LLC serves 61 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, MUIRFIELD WEALTH ADVISORS LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MUIRFIELD WEALTH ADVISORS LLC manages $235 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, MUIRFIELD WEALTH ADVISORS 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: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.08
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 459
Discretionary Accounts: 459
Regulatory Filings
CRD Number: 316071
Last Filing Date: 2025-02-21 00:00:00
Website: https://muirfieldwealth.com