Muirfield Wealth Advisors LLC
Muirfield Wealth Advisors LLC is a registered investment adviser headquartered in Charlotte, North Carolina. Founded in the state of North Carolina, the firm focuses on delivering comprehensive wealth management and financial advisory services to individuals, families, and institutions. The firm works closely with clients and their other professional advisers to create customized solutions for financial planning, estate, and trust management. Muirfield Wealth Advisors serves clients seeking to grow, preserve, and transfer wealth, including retirees, business owners, and philanthropists. The employee count is not publicly provided but is likely small, based on its boutique service model.
Investment Strategy
Muirfield Wealth Advisors LLC employs a customized, client-centric approach to investment management, offering access to a wide array of asset classes including equities, fixed income, alternative investments, and structured products. Their strategy emphasizes diversification, risk management, and sustainable investing by integrating environmental, social, and governance (ESG) criteria. The firm constructs and manages portfolios tailored to individual client objectives, balancing growth, income generation, and wealth preservation. They also provide advanced planning for estate, charitable giving, retirement, and risk management, seeking to ensure the endurance of client wealth across generations.
Top Holdings
Equity Positions (70)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RSP | INVESCO EXCHANGE TRADED FD T | 11.20% | $14.1M | 77,412 | $158.71 | $181.74 | +$665.0K |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.70% | $7.2M | 14,740 | $383.20 | $485.77 | -$657.7K |
V VGSH | VANGUARD SCOTTSDALE FDS | 5.60% | $7.0M | 119,632 | $58.34 | $58.78 | -$2.6M |
V VUG | VANGUARD INDEX FDS | 5.40% | $6.8M | 15,479 | $335.07 | $438.40 | +$2.1M |
V VIG | VANGUARD SPECIALIZED FUNDS | 5.01% | $6.3M | 30,777 | $170.53 | $204.67 | +$252.5K |