MURPHY WEALTH MANAGEMENT GROUP
MURPHY WEALTH MANAGEMENT GROUP, INC. Legal Name
Adviser information for MURPHY WEALTH MANAGEMENT GROUP last updated from Form ADV on January 4th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Other (specify) |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 816 | $177.4M |
| Non-Discretionary | 0 | $0 |
| Total | 816 | $177.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 318 | $101.6M |
| HNW Individuals | 43 | $72.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 18 | $3.3M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-108780 |
|---|---|
| SEC ERA File Number | 801-108780 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 277161 |
| Legal Entity Identifier | None |
Principal Office
60 MERRITT BLVD.SUITE 106
FISHKILL
NY
United States
M - TH: 8:30 AM - 5 PM AND FRI. 8:30 AM - 1 PM, 9:00 AM - 5:00 PM
Tel: 845-226-1200, Fax: 845-226-3990
Chief Compliance Officer
DANIEL MURPHY
CHIEF EXECUTIVE OFFICER AND PRESIDENT
60 MERRITT BLVD.
SUITE 106
FISHKILL
NY
United States
Tel:
(845) 226-1200
Fax:
(845) 226-3990
D******@***************M
(Full email address available in API data)
Regulatory Contact
JOYCE RIEBESEHL
OFFICE MANAGER
60 MERRITT BLVD.
SUITE 106
FISHKILL
NY
United States
Tel:
(845) 226-1200
Fax:
(845) 226-3990
J*********@***************M
(Full email address available in API data)
Industry Affiliates
| MWMG TAX SERVICES, LLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MURPHY, DANIEL, JAMES | Individual | – | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER AND PRESIDENT | 01/2020 | > 75% |