Mirica Wealth

Overview

Mirica Wealth is an independent, owner-operated registered investment adviser organized as a limited liability company. The firm focuses on financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers when clients need access to strategies or managers the firm does not provide directly. Mirica Wealth positions itself as a capital allocator for its clients, but its investment footprint is concentrated in pooled public funds rather than direct-stock portfolios or large customized alternatives programs. The firm’s practice model appears boutique and hands-on: a small client base, direct discretionary authority across client accounts, and a fee schedule that includes percentage-of-AUM billing along with hourly and other arrangements. Mirica Wealth does not identify itself as an active ESG investor and is not structured as a multi-state advisory platform or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices