Muirfield Wealth Advisors LLC
RIASEC Registered
Total AUM
$256M
Discretionary
$256M
100% of AUM
Avg account
$528K
Accounts
484
Employees
3
Advisory reps
2
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, individually owned RIA serving individuals and families. It registered with the SEC in 2021 and provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fees are based on assets under management and fixed charges.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$127M in ETFs
Passive
88%
$112M
Active
5%
$14.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $15.8M | 75,964 | 12.45% |
Location
Primary office
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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