MYRA WEALTH
MYRA ADVISORS LLC Legal Name
Adviser information for MYRA WEALTH last updated from Form ADV on March 12th, 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 | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| 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 | 236 | $39.3M |
| Non-Discretionary | 0 | $0 |
| Total | 236 | $39.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 23 | $4.4M |
| HNW Individuals | 41 | $34.9M |
| 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 | 7 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-120070 |
|---|---|
| SEC ERA File Number | 801-120070 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 311475 |
| Legal Entity Identifier | None |
Principal Office
205 E. 92ND ST.APT. 15K
NEW YORK
NY
United States
Monday - Friday, 9AM-5PM ET
Tel: 805-380-6972, Fax: None
Chief Compliance Officer
SAHIL VAKIL
PRESIDENT
205 E. 92ND ST.
APT. 15K
NEW YORK
NY
United States
Tel:
805-380-6972
S****@*************M
(Full email address available in API data)
Regulatory Contact
RITA RHODES
CONSULTANT
2202 PRIMROSE TRL
ROCKFORD
IL
United States
Tel:
815-900-2202
R***@*******************M
(Full email address available in API data)
Industry Affiliates
| MYRA TAX | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MYRA INC. | Domestic Entity | – | CORPORATE OWNER | 02/2020 | > 75% |
| VAKIL, SAHIL, SAMIR | Individual | – | PRESIDENT, MANAGER, CCO | 02/2020 | < 5% |
| VAKIL, SAHIL, SAMIR | Individual | MYRA INC. | SHAREHOLDER | 02/2020 | > 75% |