Myriad Asset Management Advisors LLC

RIASEC Registered
Total AUM
$381M
Discretionary
$381M
100% of AUM
Avg account
$381M
Accounts
1
Employees
5
Advisory reps
3

Firm details

Headquarters
West Palm Beach, Florida
CRD number
335546
Registered since
August 11, 2025
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Myriad Asset Management Advisors LLC is structured as an institutional registered investment adviser and is registered with the SEC (registration year 2025). The firm serves institutional clients and charges fees based on a percentage of assets under management. Its stated advisory focus is portfolio management for investment companies, which suggests it runs mandates tied to pooled or registered vehicles rather than retail wrap accounts. Myriad is not classified as a capital allocator, is not positioned as an ESG-focused investor, and does not describe itself as a pension consultant or a multi-state adviser. Ownership is listed as a combination of a domestic entity and an individual, which often indicates a small, closely held firm focused on a limited set of institutional clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 5

Active vs passive

$95.1M in ETFs

Passive

100%

$95.1M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
FRANKLIN FTSE SOUTH KOREA ETF (FLKR)PassiveMiscellaneous Region$23.8M396,48125.08%

Location

Primary office

West Palm Beach, FL

Palm Beach

Location

West Palm Beach, FL

Headquartered in West Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
525 Okeechobee Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth