DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Garrison Murphy Wealth Management, LLC
Latest filing Aug 25, 2026
First filing on the tape Jul 25, 2018 · 21 filings
SEC status approved since Aug 27, 2018
RAUM
$255M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
82%
$208M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$128M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
2
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$255M as of Aug 25, 2026
Mar 6, 2019$48.0M then
HNW client RAUM$208M as of Aug 25, 2026
Mar 6, 2019$46.9M then
State-registered IARs (5.B.3)2 as of Aug 25, 2026
Mar 6, 20192 then
Employees (5.A)2 as of Aug 25, 2026
Mar 6, 20192 then
Private funds2 as of Aug 25, 2026
Jun 11, 20252 then
RAUM +8.3% over the last fiscal year+10% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Aug 25, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- RAUM per advisor
- $128MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 13derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $8.3MderivedHNW RAUM over HNW clients
- Average account
- $1.9MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +8.3%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.0%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $194M, 18 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$208M81%
- Pooled investment vehicles$46.5M18%
- Individuals$850,2320.3%
- Charitable organizations$100,6890.0%
- Individual clients
- 1reported
- HNW clients
- 25reported
- Pension plan clients
- n/areported
- Charitable clients
- 1reported
- Accounts
- 134reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $194M for 18 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.82 fund_share=0.18 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Todd Robert MurphyCertified Financial Planner, Chartered Financial Analyst | East Aurora, Ny | Jul 30, 2021 | 27 y | 1 |
| Nickole Marie GarrisonCertified Financial Planner | Lithia, Fl | Jul 31, 2021 | 14 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Nickole Marie Garrison from M&T Securities, Inc.Jul 31, 2021 · Other
- Todd Robert Murphy from Wilmington Trust Investment Advisors, Inc.Jul 30, 2021 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Marie Nickole Garrison · Managing Member/Chief Compliance Officercontrolsince 06/2018 · owns less than 5%
- Robert Todd Murphy · Managing Member/Chief Investment Officercontrolsince 06/2018 · owns less than 5%
- Marie Nickole Garrison · Sole Ownercontrolsince 06/2018 · owns 75% or more of Twenty-One-Twenty Inc.
- Robert Todd Murphy · Sole Ownercontrolsince 06/2018 · owns 75% or more of Teem Eire Inc.
Entity owners
- Teem Eire Inc. · Ownerdirect · owns 50% to 75%
- Twenty-One-Twenty Inc. · Ownerdirect · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- Buffalo, NY1 employees
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- unusually large average HNW clientStatic outlier · filing Aug 25, 2026HNW RAUM per HNW client of $8,304,234 against a peer median of $2,404,040 (4940 comparable advisers, 99.0th percentile, 4.0 robust deviations)peers: independent wealth managers, $100M to $500M (4,940) · 99% percentile
- client mix shiftChange between filings · filing Mar 23, 2026private-client share of RAUM moved from 100.0% to 82.0% between the annual amendments of 2025-03-27 and 2026-03-23peers: independent wealth managers, $100M to $500M (5,676)
- HNW share shiftChange between filings · filing Mar 23, 2026HNW share of RAUM moved from 100.0% to 81.0% between the annual amendments of 2025-03-27 and 2026-03-23peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 127 to 134Dec 16, 2025 to Mar 23, 2026
- Charity clients · unset to 1.0Dec 16, 2025 to Mar 23, 2026
- Pooled vehicle clients · unset to 2.0Dec 16, 2025 to Mar 23, 2026
- Assets in custody · $215M to $194MDec 16, 2025 to Mar 23, 2026
- Discretionary RAUM · $235M to $255MDec 16, 2025 to Mar 23, 2026
- HNW RAUM · $235M to $208MDec 16, 2025 to Mar 23, 2026
- Individual RAUM · $773,338 to $850,232Dec 16, 2025 to Mar 23, 2026
- Pooled vehicle RAUM · unset to 46515475.0Dec 16, 2025 to Mar 23, 2026
- RAUM · $235M to $255MDec 16, 2025 to Mar 23, 2026
- Advisory activities · 3 to 4Mar 27, 2025 to Jun 11, 2025
- Financial planning clients · 0 to 0Mar 27, 2025 to Jun 11, 2025
- Private funds · unset to 2Mar 27, 2025 to Jun 11, 2025
- Accounts · 137 to 127Mar 20, 2024 to Mar 27, 2025
- Assets in custody · $177M to $215MMar 20, 2024 to Mar 27, 2025
- Financial planning clients · 26-50 to 0Mar 20, 2024 to Mar 27, 2025
- HQ city · unset to Mar 20, 2024 to Mar 27, 2025
- HQ state · unset to Mar 20, 2024 to Mar 27, 2025
- Discretionary RAUM · $209M to $235MMar 20, 2024 to Mar 27, 2025
- HNW RAUM · $208M to $235MMar 20, 2024 to Mar 27, 2025
- Individual RAUM · $701,649 to $773,338Mar 20, 2024 to Mar 27, 2025
- RAUM · $209M to $235MMar 20, 2024 to Mar 27, 2025
- Accounts · 145 to 137Mar 30, 2023 to Mar 20, 2024
- HNW clients · 26 to 25Mar 30, 2023 to Mar 20, 2024
- Assets in custody · $155M to $177MMar 30, 2023 to Mar 20, 2024
- Financial planning clients · 0 to 26-50Mar 30, 2023 to Mar 20, 2024
- Discretionary RAUM · $191M to $209MMar 30, 2023 to Mar 20, 2024
- HNW RAUM · $191M to $208MMar 30, 2023 to Mar 20, 2024
- Individual RAUM · $643,426 to $701,649Mar 30, 2023 to Mar 20, 2024
- RAUM · $191M to $209MMar 30, 2023 to Mar 20, 2024
- Accounts · 130 to 145May 13, 2022 to Mar 30, 2023
- Assets in custody · $183M to $155MMay 13, 2022 to Mar 30, 2023
- Discretionary RAUM · $228M to $191MMay 13, 2022 to Mar 30, 2023
- HNW RAUM · $227M to $191MMay 13, 2022 to Mar 30, 2023
- Individual RAUM · $884,064 to $643,426May 13, 2022 to Mar 30, 2023
- RAUM · $228M to $191MMay 13, 2022 to Mar 30, 2023
- Accounts · 103 to 130Nov 3, 2021 to Mar 18, 2022
- HNW clients · 22 to 26Nov 3, 2021 to Mar 18, 2022
- Assets in custody · $154M to $183MNov 3, 2021 to Mar 18, 2022
- Discretionary RAUM · $176M to $228MNov 3, 2021 to Mar 18, 2022
- HNW RAUM · $175M to $227MNov 3, 2021 to Mar 18, 2022
Signals
1 dated events
- Garrison Murphy Wealth Management, Llc filed its initial SEC registration (Form ADV)Jul 25, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@gmwmllc.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 716-462-5468reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- gmwmllc.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 716-462-5468reportedpublic record, Form ADV, Aug 25, 2026
- Contact form
- gmwmllc.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- gmwmllc.com/team-member-01reportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $128Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026