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MYRA WEALTH

· CRD 311475 · IAPD ↗ · myrawealth.com · 805-380-6972

$65.0MRegulatory AUM
1Advisory reps
1Employees
6Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2026 — MYRA WEALTH reported RAUM up 26% ($51.4M -> $65.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
February 2025 — MYRA WEALTH reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
61
February 2025 — MYRA WEALTH reported RAUM up 31% ($39.3M -> $51.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
February 2024 — MYRA WEALTH reported RAUM up 57% ($25.0M -> $39.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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