MUIRFIELD WEALTH ADVISORS LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 316071
- Registered since
- September 1, 2021
- Website
- www.muirfieldwealth.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.51%
- Individuals11.49%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Muirfield Wealth Advisors LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm is individually owned and focuses on private clients—individuals and families—providing financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. It charges both asset‑based fees and fixed fees and identifies itself as a capital allocator, meaning it deploys client capital into outside fund managers in addition to managing in‑house strategies. Muirfield does not report active ESG investing and is not listed as a multi‑state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Public Funds/Mutual Funds38%
- Cash & Cash Equivalents2%
- Other2%
- State & Local Bonds1%
Contacts
2 of 2PHILIP BAILEY
Managing PrincipalCRD 1215648
JOSHUA BAILEY
Financial AdvisorCRD 6199964
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$114M in ETFs
88%
$100M
5%
$13.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $14.6M | 75,893 | 12.81% |
Location
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 6101 Carnegie Blvd
- Time zone
- ET (UTC-5)
- Office locations
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