MUIRFIELD WEALTH ADVISORS LLC
Adviser information for MUIRFIELD WEALTH ADVISORS LLC last updated from Form ADV on March 8th, 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 | North Carolina, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 420 | $189.1M |
| Non-Discretionary | 0 | $0 |
| Total | 420 | $189.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 85 | $39.0M |
| HNW Individuals | 47 | $150.1M |
| 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 | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Principal Office
6101 CARNEGIE BLVD.SUITE 550
CHARLOTTE
NC
United States
Monday - Friday, 8:30AM TO 5:00PM
Tel: (704) 442-0047, Fax: (704) 442-0123
Websites
Chief Compliance Officer
PHILIP R. BAILEY
MANAGING PRINCIPAL
6101 CARNEGIE BLVD.
SUITE 550
CHARLOTTE
NC
United States
Tel:
(704) 442-0047
P******@******************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 |
|---|---|---|---|---|---|
| BAILEY, PHILIP, REESE | Individual | – | MANAGING MEMBER / MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | 07/2021 | > 75% |
| BAILEY, JOSHUA, REESE | Individual | – | MEMBER / PRINCIPAL | 07/2021 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 12th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ADOBE INC | COM | 589K | 1K | – |
| ALPHABET INC | CAP STK CL A | 1M | 7K | – |
| AMAZON COM INC | COM | 740K | 4K | – |
| AMERICAN EXPRESS CO | COM | 1M | 5K | – |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 446K | 12K | – |
| APPLE INC | COM | 2M | 8K | – |
| AT&T INC | COM | 230K | 12K | – |
| BANK AMERICA CORP | COM | 656K | 16K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 5M | 12K | – |
| BERKSHIRE HATHAWAY INC DEL | CL A | 2M | 4 | – |
| DUKE ENERGY CORP NEW | COM NEW | 328K | 3K | – |
| FIRST CTZNS BANCSHARES INC N | CL A | 1M | 706 | – |
| FIRST TR EXCHANGE-TRADED FD | DORSEY WRT 5 ETF | 3M | 52K | – |
| GLOBAL X FDS | ADAPTIVE US | 693K | 17K | – |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 1M | 20K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 13M | 78K | – |
| ISHARES SILVER TR | ISHARES | 918K | 35K | – |
| ISHARES TR | CORE S&P SCP ETF | 5M | 49K | – |
| ISHARES TR | CORE S&P MCP ETF | 5M | 84K | – |
| ISHARES TR | MSCI USA MIN VOL | 3M | 41K | – |
| ISHARES TR | ISHARES SEMICDTR | 1M | 4K | – |
| ISHARES TR | CORE S&P500 ETF | 992K | 2K | – |
| ISHARES TR | EXPANDED TECH | 961K | 11K | – |
| ISHARES TR | US AER DEF ETF | 951K | 7K | – |
| ISHARES TR | U.S. INSRNCE ETF | 942K | 8K | – |
| ISHARES TR | US INDUSTRIALS | 911K | 8K | – |
| ISHARES TR | US HOME CONS ETF | 900K | 9K | – |
| ISHARES TR | RUS 1000 GRW ETF | 719K | 2K | – |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 203K | 4K | – |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 296K | 6K | – |
| JPMORGAN CHASE & CO. | COM | 253K | 1K | – |
| MERCK & CO INC | COM | 450K | 4K | – |
| META PLATFORMS INC | CL A | 1M | 2K | – |
| MICROSOFT CORP | COM | 2M | 3K | – |
| NVIDIA CORPORATION | COM | 3M | 27K | – |
| PIMCO ETF TR | ENHAN SHRT MA AC | 3M | 29K | – |
| QUALCOMM INC | COM | 420K | 2K | – |
| RAYMOND JAMES FINL INC | COM | 822K | 7K | – |
| ROYAL BK CDA | COM | 2M | 16K | – |
| SALESFORCE INC | COM | 283K | 1K | – |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 8M | 118K | – |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 2M | 26K | – |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 859K | 14K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 325K | 597 | – |
| TESLA INC | COM | 385K | 2K | – |
| TRANE TECHNOLOGIES PLC | SHS | 309K | 939 | – |
| TRUIST FINL CORP | COM | 208K | 5K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 5M | 14K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2M | 7K | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 1M | 5K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 695K | 3K | – |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 9M | 157K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 6M | 32K | – |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 408K | 5K | – |
| VANGUARD WORLD FD | HEALTH CAR ETF | 790K | 3K | – |
| VERIZON COMMUNICATIONS INC | COM | 232K | 6K | – |
| VISA INC | COM CL A | 227K | 865 | – |
| WISDOMTREE TR | FLOATNG RAT TREA | 413K | 8K | – |
| WISDOMTREE TR | US QTLY DIV GRT | 362K | 5K | – |