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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Muirfield Wealth Advisors LLC
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|---|---|
| CRD # | 316071 |
| SEC # | 801-122184 |
| CIK # | 0002014898 |
| AUM | $234.9 M (2025-02-21) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 704-442-0047 |
| Address | 6101 Carnegie Blvd Charlotte, NC 28209 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 4.6 | |
| Apple Inc | 2.9 | |
| Microsoft Corp | 2.2 | |
| Royal Bank of Canada | 2.2 | |
| Facebook Inc | 1.9 | |
| American Express Co | 1.5 | |
| Alphabet Inc | 1.4 | |
| First Citizens Bancshares Inc /DE/ | 1.4 | |
| Amazon Com Inc | 1.2 | |
| Raymond James Financial Inc | 1.0 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 84 | 32.7 |
| (b) Individuals (high net worth individuals) | 61 | 202.2 |
| (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 | 459 | 234.9 |
| By Discretionary | ||
| Discretionary | 459 | 234.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 459 | 234.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 234.9 | |
| Total | 459 | 234.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002014898] |
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