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Muirfield Wealth Advisors LLC

● SEC registered since 2021CRD 316071SEC# 801-122184Charlotte, NC
Export (members)
Reg. AUM
$234.9M
Employees
4
Accounts
459
Location
Charlotte, NC

Muirfield Wealth Advisors LLC assets under management

Muirfield Wealth Advisors LLC is a registered investment adviser overseen by the SEC based in Charlotte, NC. The firm has been registered since 2021. It reports $234.9 million in regulatory assets under management and employs 4 people.
muirfieldwealth.comView on SEC.gov ↗

Muirfield Wealth Advisors LLC owners & executives

2 reported
NameTitleOwnershipSince
Joshua Reese Bailey ControlMember / Principal / Chief Compliance OfficerUnder 5%2021
Philip Reese Bailey ControlManaging Member / Managing PrincipalOver 75%2021

Frequently asked questions

How much does Muirfield Wealth Advisors LLC manage?

Muirfield Wealth Advisors LLC reports $234.9 million in regulatory assets under management on its Form ADV.

How many employees does Muirfield Wealth Advisors LLC have?

Muirfield Wealth Advisors LLC reports 4 employees.

Where is Muirfield Wealth Advisors LLC located?

Muirfield Wealth Advisors LLC is based in Charlotte, NC and has been SEC-registered since 2021.

Does Muirfield Wealth Advisors LLC disclose fund performance?

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

Contact & registration

Address6101 Carnegie Blvd., Suite 550, Charlotte, NC 28209
Phone(704) 442-0047
Fax(704) 442-0123
Office hours8:30a.m. To 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$234.9M
Non-discretionary$0
Total (RAUM)$234.9M