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, privately owned registered investment adviser formed as an LLC and registered with the SEC in 2021. The firm serves individual and family clients, delivering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee model combines asset‑based fees and fixed fees. Muirfield identifies as a capital allocator, indicating it sources external managers and funds as part of its investment program. The adviser is not positioned as an ESG investor, does not operate as a multi‑state advisory platform, and does not provide pension consulting or serve as a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 2
Philip 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 44Active vs passive
$128M in ETFs
89%
$114M
5%
$14.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $16.1M | 75,902 | 12.61% |
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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