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MUIRFIELD WEALTH ADVISORS LLC

CHARLOTTE, NC · CRD 316071 · IAPD ↗ · muirfieldwealth.com · (704) 442-0047

$255.8MRegulatory AUM
2Advisory reps
3Employees
0Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2024 — MUIRFIELD WEALTH ADVISORS LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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