GARRISON MURPHY WEALTH MANAGEMENT, LLC
Adviser information for GARRISON MURPHY WEALTH MANAGEMENT, LLC last updated from Form ADV on March 20th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| 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 | 137 | $208.8M |
| Non-Discretionary | 0 | $0 |
| Total | 137 | $208.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $701,649 |
| HNW Individuals | 25 | $208.1M |
| 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 | 0 | $0 |
| 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 | 26-50 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-113887 |
|---|---|
| SEC ERA File Number | 801-113887 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 298004 |
| Legal Entity Identifier | None |
Principal Office
8 VICTORIA HEIGHTSEAST AURORA
NY
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 716-462-5468, Fax: None
Websites
Chief Compliance Officer
NICKOLE M. GARRISON
MANAGING MEMBER/TREASURER
50 FOUNTAIN PLAZA
SUITE 1400 PMB #198
BUFFALO
NY
United States
Tel:
716-462-5468
N********@**********M
(Full email address available in API data)
Regulatory Contact
TODD R. MURPHY
MANAGING MEMBER/CHIEF INVESTMENT OFFICER
8 VICTORIA HEIGHTS
EAST AURORA
NY
United States
Tel:
716-462-5468
T******@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TWENTY-ONE-TWENTY INC. | Domestic Entity | – | OWNER | 07/2018 | 50-75% |
| TEEM EIRE INC. | Domestic Entity | – | OWNER | 07/2018 | 50-75% |
| GARRISON, NICKOLE, MARIE | Individual | TWENTY-ONE-TWENTY INC. | SOLE OWNER | 06/2018 | > 75% |
| MURPHY, TODD, ROBERT | Individual | TEEM EIRE INC. | SOLE OWNER | 06/2018 | > 75% |
| GARRISON, NICKOLE, MARIE | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 06/2018 | < 5% |
| MURPHY, TODD, ROBERT | Individual | – | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | 06/2018 | < 5% |