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
Moirai Wealth Management LLC
By the Numbers
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Total Assets Under Management360MILLION
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Total Number of Accounts194ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Moirai Wealth Management LLC
1
Karen Schmid (CRD# 2488834) is an Investment Advisor Representative working at Moirai Wealth Management LLC in San Francisco, CA and has over 30 years of experience in the finance industry.
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