Moirai Wealth Management LLC

Moirai Wealth Management LLC (CRD# 109675) is a financial advisory firm headquartered in San Francisco, CA. They manage $360,010,411 in 194 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
268 Bush Street, Pmb #4108, San Francisco, CA 94104
http://www.moirai.com
By the Numbers
  • Total Assets Under Management
    360
    MILLION
  • Total Number of Accounts
    194
    ACCOUNTS
  • Average Account Value
    $1,855,724
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
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 Schmid, financial advisor San Francisco CA
Karen M. Schmid
CRD#: 2488834
722 Montgomery Street, Suite 202, San Francisco, CA 94111

Karen Schmid (CRD# 2488834) is an Investment Advisor Representative working at Moirai Wealth Management LLC in San Francisco, CA and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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