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MUIRFIELD WEALTH ADVISORS LLC
6101 Carnegie Blvd.
Suite 550
Charlotte, North Carolina 28209
Tel: (704) 442-0047
About MUIRFIELD WEALTH ADVISORS LLC
MUIRFIELD WEALTH ADVISORS LLC, formally registered with the SEC as MUIRFIELD WEALTH ADVISORS LLC. The firm was established in 09/01/2021. They have over 1 offices throughout the country.
MUIRFIELD WEALTH ADVISORS LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $234,900,000 assets under management, offering retirement planning & investment advisory services to 459 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 316071 |
| SEC# | 801-122184 |
| Assets Managed by Firm | $234,900,000 |
| No. of Clients | 459 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 459 | $234,900,000 |
| Individuals (other than high net worth individuals) | 84 | $32,700,000 |
| High net worth individuals | 61 | $202,200,000 |
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