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| Muirfield Wealth Advisors LLC
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|---|---|
| CRD # | 316071 |
| SEC # | 801-122184 |
| CIK # | 0002014898 |
| AUM | 255.8 M (2026-01-30) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 704-442-0047 |
| Address | 6101 Carnegie Blvd Charlotte, NC 28209 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.8 | ||
| Apple Inc | 3.0 | ||
| Royal Bank of Canada | 2.8 | ||
| Alphabet Inc | 1.9 | ||
| Microsoft Corp | 1.4 | ||
| Facebook Inc | 1.4 | ||
| American Express Co | 1.4 | ||
| First Citizens Bancshares Inc /DE/ | 1.3 | ||
| iShares Comex Gold Trust | 1.1 | ||
| Raymond James Financial Inc | 1.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 29.4 |
| (b) Individuals (high net worth individuals) | 66 | 226.4 |
| (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 | 0 | 0.0 |
| (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 | 484 | 255.8 |
| By Discretionary | ||
| Discretionary | 484 | 255.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 484 | 255.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 255.8 | |
| Total | 484 | 255.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002014898] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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