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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAILEY, JOSHUA, REESE | I | MEMBER / PRINCIPAL | NA | Control |
| BAILEY, JOSHUA, REESE | I | MEMBER / PRINCIPAL | NA | Control |
| BAILEY, JOSHUA, REESE | I | MEMBER / PRINCIPAL | NA | Control |
| BAILEY, JOSHUA, REESE | I | MEMBER / PRINCIPAL | NA | Control |
| BAILEY, JOSHUA, REESE | I | MEMBER / PRINCIPAL | NA | Control |
| BAILEY, JOSHUA, REESE | I | MEMBER / PRINCIPAL | NA | Control |
| BAILEY, JOSHUA, REESE | I | MEMBER / PRINCIPAL | NA | Control |
| BAILEY, JOSHUA, REESE | I | MEMBER / PRINCIPAL | NA | Control |
| BAILEY, JOSHUA, REESE | I | MEMBER / PRINCIPAL | NA | Control |
| BAILEY, JOSHUA, REESE | I | MEMBER / PRINCIPAL | NA | Control |
| BAILEY, JOSHUA, REESE | I | MEMBER / PRINCIPAL | NA | Control |
| BAILEY, JOSHUA, REESE | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILEY, PHILIP, REESE | I | MANAGING MEMBER / MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, PHILIP, REESE | I | MANAGING MEMBER / MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, PHILIP, REESE | I | MANAGING MEMBER / MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, PHILIP, REESE | I | MANAGING MEMBER / MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, PHILIP, REESE | I | MANAGING MEMBER / MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, PHILIP, REESE | I | MANAGING MEMBER / MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, PHILIP, REESE | I | MANAGING MEMBER / MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, PHILIP, REESE | I | MANAGING MEMBER / MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, PHILIP, REESE | I | MANAGING MEMBER / MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, PHILIP, REESE | I | MANAGING MEMBER / MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, PHILIP, REESE | I | MANAGING MEMBER / MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| BAILEY, PHILIP, REESE | I | MANAGING MEMBER / MANAGING PRINCIPAL | E | Control |
Registrations
Federal
IA
Feb 21, 2025 REGISTERED
Notice Filings (5)
GA NC SC TX VA
Address
6101 CARNEGIE BLVD.SUITE 550
CHARLOTTE, NC 28209
United States
Phone: (704) 442-0047