Murphy Wealth Management Group Inc

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Assets, Funds, Holdings

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Murphy Wealth Management Group Inc
CRD #277161
SEC #801-108780
CIK #
AUM $177.4 MM (2024-01-04)
Employees 6 (33% Investors, 33% Brokers)
Phone845-226-1200
Address60 Merritt Blvd
Fishkill, NY 12524
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
200160120804002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 318 101.6
(b) Individuals (high net worth individuals) 43 72.5
(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 18 3.3
(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 816 177.4
By Discretionary
Discretionary 816 177.4
Non-Discretionary 0 0.0
Total 816 177.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 177.4
Total 816 177.4
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MO 0.2
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NC 0.2
Entelechy LLC
MD 0.2
The Putney Financial Group LLC
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Legacy Planning Advisors LLC
GA 0.2
Prosperity Wealth Planning LLC
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Piedmont Capital Management LLC
MT 0.2
Elderado Financial Inc
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