Muirfield Wealth Advisors LLC
● SEC registered since 2021CRD 316071SEC# 801-122184Charlotte, NC
Reg. AUM
$255.8M
Employees
3
Accounts
484
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 $255.8 million in regulatory assets under management and employs 3 people.
Muirfield Wealth Advisors LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua Reese Bailey Control | Managing Principal / Financial Advisor / Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Muirfield Wealth Advisors LLC manage?
Muirfield Wealth Advisors LLC reports $255.8 million in regulatory assets under management on its Form ADV.
How many employees does Muirfield Wealth Advisors LLC have?
Muirfield Wealth Advisors LLC reports 3 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
| Address | 6101 Carnegie Blvd., Suite 550, Charlotte, NC 28209 |
| Phone | (704) 442-0047 |
| Fax | (704) 442-0123 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$255.8M▲ 9%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$255.8Mregulatory AUM
Discretionary $255.8M