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Moirai Wealth Management LLC

CRD 109675SEC# 801-114836
Export (members)
No longer SEC-registered. Moirai Wealth Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$335.4M
Employees
5
Accounts
202
Location

Moirai Wealth Management LLC assets under management

Moirai Wealth Management LLC is a registered investment adviser overseen by the SEC. It reports $335.4 million in regulatory assets under management and employs 5 people.

Moirai Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Karen Marie Schmid ControlPrincipal/Investment Advisor/Chief Compliance OfficerOver 75%2001

Frequently asked questions

How much does Moirai Wealth Management LLC manage?

Moirai Wealth Management LLC reports $335.4 million in regulatory assets under management on its Form ADV.

How many employees does Moirai Wealth Management LLC have?

Moirai Wealth Management LLC reports 5 employees.

Does Moirai Wealth Management LLC disclose fund performance?

Moirai Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hours8:00a.m. To 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$251.3M
Non-discretionary$84.1M
Total (RAUM)$335.4M