Garrison Murphy Wealth Management, LLC

RIASEC RegisteredEst. 2018

Total AUM

$255M

Discretionary

$255M

100% of AUM

Avg account

$1.9M

Accounts

134

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 298004
Registered since: August 27, 2018
Website: www.gmwmllc.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI81.39%
Pooled Investment Vehicles18.24%
Individuals0.33%
Charitable Organizations0.04%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Garrison Murphy Wealth Management, LLC is an SEC-registered wealth and investment adviser organized as an LLC and active since 2018. The firm combines discretionary portfolio management for individuals, small businesses, pooled vehicles and institutions with the selection of third‑party advisers. Its client base includes high‑net‑worth individuals and families as well as institutional clients. Compensation is charged as a percentage of assets under management. The firm does not describe itself as an active ESG investor and is not structured primarily as a capital allocator; rather it operates as an investment manager and sponsor of private funds alongside traditional wealth management services.