Moirai Wealth Management LLC
Moirai Wealth Management LLC (CRD# 109675) is a financial advisory firm headquartered in San Francisco, CA. They manage $85,556,934 in 99 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management86MILLION
Total Number of Accounts99ACCOUNTS
Average Account Value$864,211
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
Karen Schmid (CRD# 2488834) is an Investment Advisor Representative working at Moirai Wealth Management LLC in San Francisco, CA and has over 23 years of experience in the finance industry.