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GARRISON MURPHY WEALTH MANAGEMENT, LLC
CRD 298004 · SEC 801-113887
NY, United States
Phone
716-462-5468
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$255.1M
Discretionary AUM
$255.1M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-19
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $850K |
| High net worth individuals | 25 | $207.6M |
| Pooled investment vehicles | 2 | $46.5M |
| Charitable organizations | 1 | $101K |
States served
NY, FL
All web addresses on file
Official SEC filing: View on IAPD