Myfi Wealth Management, LLC

Overview

Myfi Wealth Management, LLC is a small, independent registered investment advisor that focuses on serving individual and family clients as well as small-business owners. Its advice centers on financial planning and discretionary portfolio management, with a fee model tied to a percentage of assets under management. The firm shows a clear preference for exchange-traded equities as the primary portfolio building blocks, suggesting a market‑oriented, liquid approach to core allocations rather than concentrated, bespoke private holdings managed in‑house. Myfi Wealth Management is not an active ESG investor, does not present itself as a multi‑state adviser, and does not operate as a capital allocator. The firm’s structure and service set point to a boutique practice: hands‑on planning and portfolio oversight for a limited client base, using liquid equity instruments for exposure and efficiency. Where the firm uses alternatives, it leverages third‑party real estate managers rather than running alternative strategies internally.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices