MUIRFIELD WEALTH ADVISORS LLC
CRD #316071 SEC #801-122184 CHARLOTTE, NC (704) 442-0047
SEC Registered
Total AUM
$234.9M
Discretionary
$234.9M
Employees
4
Clients
25
Accounts
459
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $234.9M | $234.9M | $0 | 4 | 0 |
| May 2024 | $189.1M | $189.1M | $0 | 4 | 0 |
| Apr 2024 | $189.1M | $189.1M | $0 | 4 | 0 |
| Mar 2024 | $189.1M | $189.1M | $0 | 4 | 0 |
| Feb 2023 | $162M | $162M | $0 | 3 | 0 |
| Feb 2022 | $178.5M | $178.5M | $0 | 4 | 0 |
| Dec 2021 | $178.6M | $178.6M | $0 | 3 | 0 |
| Sep 2021 | $0 | $0 | $0 | 3 | 0 |
| Sep 2021 | $0 | $0 | $0 | 3 | 0 |
| Jul 2021 | $0 | $0 | $0 | 3 | 0 |
DateFeb 2025
Total AUM$234.9M
Discretionary$234.9M
Non-Disc.$0
Employees4
Clients0
DateMay 2024
Total AUM$189.1M
Discretionary$189.1M
Non-Disc.$0
Employees4
Clients0
DateApr 2024
Total AUM$189.1M
Discretionary$189.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$189.1M
Discretionary$189.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$178.5M
Discretionary$178.5M
Non-Disc.$0
Employees4
Clients0
DateDec 2021
Total AUM$178.6M
Discretionary$178.6M
Non-Disc.$0
Employees3
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0