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| Moirai Wealth Management LLC
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| |
|---|---|
| CRD # | 109675 |
| SEC # | 801-114836 |
| CIK # | |
| AUM | $360.0 MM (2024-02-15) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 415-981-1541 |
| Address | 722 Montgomery Street San Francisco, CA 94111 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 5.7 |
| (b) Individuals (high net worth individuals) | 29 | 347.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 7.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 194 | 360.0 |
| By Discretionary | ||
| Discretionary | 189 | 238.1 |
| Non-Discretionary | 5 | 121.9 |
| Total | 194 | 360.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 360.0 | |
| Total | 194 | 360.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
MNS Financial Management LLC
✚
|
FL | 0.4 |
|
Sterling Wealth Management Inc
✚
|
IL | 0.4 |
|
Weinberger Asset Management Inc
✚
|
CA | 0.4 |
|
1776 Wealth LLC
✚
|
GA | 0.4 |
|
Wittenberg Investment Management Inc
✚
|
MA | 0.4 |
|
MKD Wealth Coaches LLC
✚
|
MI | 0.4 |
|
Fusion Capital LLC
✚
|
SC | 0.4 |
|
Consilio Wealth Advisors LLC
✚
|
WA | 0.4 |
|
Waveland Family Office LLC
✚
|
IL | 0.4 |
|
Private Wealth Solutions LLC
✚
|
CA | 0.4 |