Garrison Murphy Wealth Management, LLC

RIASEC Registered

Total AUM

$255M

Discretionary

$255M

100% of AUM

Avg account

$1.9M

Accounts

134

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 298004
Registered since: August 27, 2018
Website: www.gmwmllc.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI81.39%
Pooled Investment Vehicles18.24%
Individuals0.33%
Charitable Organizations0.04%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Garrison Murphy Wealth Management, LLC is a privately held investment adviser organized as an LLC and registered with the SEC in 2018. The firm is classified in the data as a hedge-fund manager but serves both individual/family and institutional clients. Its compensation runs on a percentage-of-assets-under-management basis. Garrison Murphy provides portfolio management for individuals and small businesses, pooled investment vehicles, and institutions, and it retains the authority to select other advisers for client mandates. The firm does not identify as an active ESG investor and is not described as a multi-state adviser in the provided snapshot. Ownership is listed as a domestic entity with individual ownership. The adviser reports discretionary-only assets.