Muirfield Wealth Advisors LLC

Muirfield Wealth Advisors LLC (CRD# 316071) is a financial advisory firm headquartered in Charlotte, NC. They manage $189,100,000 in 420 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
6101 Carnegie Blvd., Suite 550, Charlotte, NC 28209
https://muirfieldwealth.com
By the Numbers
  • Total Assets Under Management
    189
    MILLION
  • Total Number of Accounts
    420
    ACCOUNTS
  • Average Account Value
    $450,238
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, NC, SC, TX, VA

Financial Advisors at Muirfield Wealth Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joshua Bailey, financial advisor Charlotte NC
Joshua R. Bailey
CRD#: 6199964
6101 Carnegie Blvd., Suite 550, Charlotte, NC 28209

Joshua Bailey (CRD# 6199964) is an Investment Advisor Representative working at Muirfield Wealth Advisors LLC in Charlotte, NC and has over 8 years of experience in the finance industry.

2
Philip Bailey, financial advisor Charlotte NC
Philip R. Bailey
CRD#: 1215648
6101 Carnegie Blvd., Suite 550, Charlotte, NC 28209

Philip Bailey (CRD# 1215648) is an Investment Advisor Representative working at Muirfield Wealth Advisors LLC in Charlotte, NC and has over 40 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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