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Building 2MYRA WEALTH

Map pin
Phone805-380-6972
NotebookSEC #801-120070
Total AUM
$65M
Employees
1
Clients
59

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM-5PM ET
Monday - Friday
Phone
805-380-6972

ReceiptFinancials

Total AUM
$65M
Accounts
252
Discretionary
$65M
Accounts
252
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
27
AUM
$4.5M
HNW Individual Clients
32
AUM
$60.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANJNYTX

HandshakeAffiliates

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

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