Investment adviser · CRD 277161
MURPHY WEALTH MANAGEMENT GROUP
Investment adviser filing (IA)
MURPHY WEALTH MANAGEMENT GROUP, INC.
FISHKILL, NY, United States · Form ADV filed Jan 6, 2026
- Regulatory AUM
- $252M Form ADV · Item 5.F
- Client accounts
- 860 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 3 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 | 80 | $154,235,854 | 61.2% |
| Individuals | 287 | $93,298,502 | 37.0% |
| Retirement plans | 17 | $4,333,861 | 1.7% |
Filing source
Form ADV 2033841 · Jan 6, 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 6, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
60 MERRITT BLVD., SUITE 106FISHKILL, NY, 12524, United States
CRD 277161
Filing source
Form ADV 2033841 · Jan 6, 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.