Muirfield Wealth Advisors LLC
Muirfield Wealth Advisors LLC is an SEC-registered wealth manager in Charlotte, NC with $255.8M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Muirfield Wealth Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316071, SEC 801-122184, data through 2026-01-30.
- AUM (assets under management / regulatory AUM)
- $255.8M (2026-01-30)
- Firm type
- Wealth Manager
- Location
- Charlotte, NC
- Employees
- 3
- Clients
- 143
- CRD
- 316071
- Ownership
- BAILEY, JOSHUA, REESE; BAILEY, PHILIP, REESE
How much AUM does Muirfield Wealth Advisors LLC have?
Muirfield Wealth Advisors LLC reported $255.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-30).
Who owns Muirfield Wealth Advisors LLC?
Disclosed owners and executives of Muirfield Wealth Advisors LLC include BAILEY, JOSHUA, REESE, BAILEY, PHILIP, REESE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.