This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.82 fund_share=0.18 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$255MItem 5.F on the latest filing (2026-08-25); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$255M

Private client RAUM

$208MderivedItem 5.D individuals plus high net worth individuals

Private client share

82%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$128Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

1Schedule D 1.F, beyond the principal office

Accounts

134

Individual clients

1

High net worth clients

25

Private funds

2Schedule D 7.B(1)

Custody, client assets

$194M

SEC number

801-113887

CRD

298004

Filings on the tape

21

First filed

Jul 25, 2018

Latest filed

Aug 25, 2026

Organised

Limited Liability Company, DE

Website

gmwmllc.com

• Occurred

  Jul 25, 2018
  First Form ADV filing

  Garrison Murphy Wealth Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1a489ddf-7769-4fcd-7762-823ec9e37f1a

First observed

Jul 25, 2018

Last observed

Aug 25, 2026 26 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.