← Back to searchVisit website
MAYPORT WEALTH MANAGEMENT
MAYPORT, LLC
CRD 288215 · SEC 801-119353
CA, United States
Phone
617-545-5700
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$694.9M
Discretionary AUM
$671.8M
Team
3 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $9.8M |
| High net worth individuals | 112 | $678.9M |
States served
CA, LA, MA, NJ, NY, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD