1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MOIRAI WEALTH MANAGEMENT LLC

Map pin
Phone415-981-1541
NotebookSEC #801-114836
Total AUM
$335.4M
Employees
5
Clients
56

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
415-981-1541

ReceiptFinancials

Total AUM
$335.4M
Accounts
202
Discretionary
$251.3M
Accounts
197
Non-Discretionary
$84.1M
Accounts
5

ContactClients

View more in analytics →

Individual Clients
24
AUM
$7.9M
HNW Individual Clients
29
AUM
$320.1M
Charitable Organization Clients
3
AUM
$7.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
FAMILY OFFICE: WEALTH MANAGEMENT
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account