Myra Wealth
RIASEC Registered
Total AUM
$65M
Discretionary
$65M
100% of AUM
Avg account
$258K
Accounts
252
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 311475
- Registered since
- January 4, 2021
- Website
- myrawealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.1%
- Individuals6.9%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Myra Wealth is an independent, limited liability RIA that focuses on financial planning and portfolio management for individual and family clients. The firm is registered with the SEC and entered SEC registration in 2021. Ownership is a mix of a domestic entity and an individual, and the firm charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Myra Wealth does not self-identify as an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Cash & Cash Equivalents9%
- Exchange Traded Equities2%
Contacts
1 of 1
Sahil Vakil
FounderCRD 6122494
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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