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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Moirai Wealth Management LLC
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|---|---|
| CRD # | 109675 |
| SEC # | 801-114836 |
| CIK # | |
| AUM | $335.4 M (2025-02-04) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 415-981-1541 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 7.9 |
| (b) Individuals (high net worth individuals) | 29 | 320.1 |
| (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 | 7.5 |
| (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 | 202 | 335.4 |
| By Discretionary | ||
| Discretionary | 197 | 251.3 |
| Non-Discretionary | 5 | 84.1 |
| Total | 202 | 335.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 335.4 | |
| Total | 202 | 335.4 |
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|---|---|---|
|
CornerStone Financial Planning LLC
✚
|
NH | 0.3 |
|
Blossom Wealth Management LLC
✚
|
0.3 | |
|
Julex Capital Management LLC
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MA | 0.3 |
|
U S Boston Capital Corporation
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MA | 0.3 |
|
Skyline Advisors Inc
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|
WA | 0.3 |
|
Erben Associates LLC
✚
|
TX | 0.3 |
|
Mann Financial Services Inc
✚
|
MN | 0.3 |
|
Hidden Cove Wealth Management LLC
✚
|
WA | 0.3 |
|
Dravo Bay LLC
✚
|
DE | 0.3 |
|
Heritage Financial LLC
✚
|
VA | 0.3 |