|
⚲
|
| Keyboard |
| Murphy Wealth Management Group Inc
✚
|
|
|---|---|
| CRD # | 277161 |
| SEC # | 801-108780 |
| CIK # | |
| AUM | 251.9 M (2026-01-06) |
| Employees | 6 (50% Investors, 50% Brokers) |
| Phone | 845-226-1200 |
| Address | 60 Merritt Blvd Fishkill, NY 12524 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 287 | 93.3 |
| (b) Individuals (high net worth individuals) | 80 | 154.2 |
| (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 | 17 | 4.3 |
| (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 | 860 | 251.9 |
| By Discretionary | ||
| Discretionary | 860 | 251.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 860 | 251.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 251.9 | |
| Total | 860 | 251.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Newport Wealth Advisors Inc
✚
|
CA | 262.6 M |
|
Sage Stone Wealth Management LLC
✚
|
CA | 261.4 M |
|
Our Wealth Guides Inc
✚
|
CA | 257.9 M |
|
Clarity Asset Management Inc
✚
|
IA | 257.4 M |
|
Center for Asset Management LLC
✚
|
FL | 257.1 M |
|
Entelechy LLC
✚
|
253.3 M | |
|
Maguire Investments LLC
✚
|
PA | 253.2 M |
|
Fenway Financial Advisors LLC
✚
|
VA | 247.7 M |
|
Abundant Wealth Management LLC
✚
|
CT | 243.8 M |
|
Treasure Coast Financial Planning Inc
✚
|
FL | 241.5 M |