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MOIRAI WEALTH MANAGEMENT LLC

· CRD 109675 · IAPD ↗ · moirai.com · 415-981-1541

$335.4MRegulatory AUM
1Advisory reps
5Employees
1Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2025 — MOIRAI WEALTH MANAGEMENT LLC (location n/a) left the SEC roster (was $335.4M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
64
March 2024 — MOIRAI WEALTH MANAGEMENT LLC reported RAUM up 32% ($272.4M -> $360.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.