Myra Wealth

Overview

Myra Wealth LLC is an independent, SEC‑registered registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. Founded and registered in 2021, the firm combines fee structures tied to assets under management with the option for hourly and fixed‑fee engagements, allowing flexibility for both ongoing advisory relationships and project‑based planning work. Myra Wealth does not present itself as a capital allocator — it relies on third‑party managers for alternative exposures rather than operating an in‑house fund platform — and it is not identified as an ESG‑focused or multi‑state adviser. Investment activity shows a clear tilt toward public mutual funds as the primary building block of client portfolios, supplemented by selective allocations to alternative strategies. The firm uses Charles Schwab & Co., Inc. as its custodian, which supports a mutual‑fund‑centric approach while providing access to ETFs, separately managed accounts and third‑party alternative fund platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices