Investment adviser · CRD 298004
GARRISON MURPHY WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
· Form ADV filed Aug 25, 2026
- Regulatory AUM
- $255M Form ADV · Item 5.F
- Client accounts
- 134 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 25 | $207,605,838 | 81.4% |
| Pooled investment vehicles | 2 | $46,515,475 | 18.2% |
| Individuals | Fewer than 5 | $850,232 | 0.3% |
| Charities | Fewer than 5 | $100,689 | 0.0% |
Filing source
Form ADV 2127404 · Aug 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
CORE CONVEXITY FUND, LPHedge Fund · Last reported Aug 25, 2026$46.5MGross asset value
Feeder funds
- CORE CONVEXITY INTERNATIONAL FUND LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG LTD.
PCAOB 1655
Fund details & source
- Fund ID
- 805-5063477672
- Reported beneficial owners
- 18
- Minimum commitment
- $100K
Form ADV 2127404 · Aug 25, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Aug 25, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
CRD 298004
Filing source
Form ADV 2127404 · Aug 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.