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MUIRFIELD WEALTH ADVISORS LLC

CRD 316071 · SEC 801-122184

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6101 CARNEGIE BLVD., SUITE 550, CHARLOTTE, NC, 28209, United States

Phone

(704) 442-0047

Fax

(704) 442-0123

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$255.8M

Discretionary AUM

$255.8M

Team

3 total employees; 2 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals77$29.4M
High net worth individuals66$226.4M

States served

GA, NC, SC, TX

All web addresses on file

Official SEC filing: View on IAPD