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MURPHY WEALTH MANAGEMENT GROUP
MURPHY WEALTH MANAGEMENT GROUP, INC.
CRD 277161 · SEC 801-108780
60 MERRITT BLVD., SUITE 106, FISHKILL, NY, 12524, United States
Phone
845-226-1200
Fax
845-226-3990
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$251.9M
Discretionary AUM
$251.9M
Team
6 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Other (specify)
Filing date
2026-01-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 287 | $93.3M |
| High net worth individuals | 80 | $154.2M |
| Pension/profit sharing plans | 17 | $4.3M |
States served
GA, MA, NY, NC, SC, VA, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD