Moirai Wealth Management LLC

Moirai Wealth Management LLC (CRD# 109675) is a financial advisory firm headquartered in San Francisco, CA. They manage $80,313,766 in 98 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $819,528
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Moirai Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Karen M. Schmid
CRD#: 2488834
708 Montgomery St., Third Fl., San Francisco, CA 94111
96
Wealthminder
score

Karen Schmid (CRD# 2488834) is an Investment Advisor Representative working at Moirai Wealth Management LLC in San Francisco, CA and has over 22 years of experience in the finance industry.

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