Overview
Assets Under Management: $65 million
High-Net-Worth Clients: 32
Average Client Assets: $1.9 million
Frequently Asked Questions
MYRA WEALTH 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 #311475), MYRA WEALTH is subject to fiduciary duty under federal law.
MYRA WEALTH serves 32 high-net-worth clients according to their SEC filing dated January 04, 2026. View client details ↓
According to their SEC Form ADV, MYRA WEALTH offers financial planning and portfolio management for individuals. View all service details ↓
MYRA WEALTH manages $65 million in client assets according to their SEC filing dated January 04, 2026.
According to their SEC Form ADV, MYRA WEALTH serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.10%
Average Client Assets: $1.9 million
Total Client Accounts: 252
Discretionary Accounts: 252
Regulatory Filings
CRD Number: 311475
Filing ID: 2036873
Last Filing Date: 2026-01-04 13:58:23