{
  "crd_number": 298004,
  "slug": "garrison-murphy-wealth-management-llc-buffalo-ny-298004",
  "primary_business_name": "GARRISON MURPHY WEALTH MANAGEMENT, LLC",
  "legal_name": "GARRISON MURPHY WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Buffalo",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "15380",
  "metro": {
    "cbsa_code": "15380",
    "common_name": "Buffalo",
    "msa_name": "Buffalo-Cheektowaga, NY",
    "path": "/advisors/ny/buffalo"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-08-27",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-08-25",
  "carried_forward": false,
  "raum_total": 255072234.0,
  "raum_discretionary": 255072234.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 100689.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 850232.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 207605838.0,
      "count": 25
    },
    "pooled_investment_vehicles": {
      "raum": 46515475.0,
      "count": 2
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NY"
  ],
  "websites": [
    "https://gmwmllc.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/298004",
  "city_as_filed": "BUFFALO",
  "url": "https://advisorcensus.com/firm/garrison-murphy-wealth-management-llc-buffalo-ny-298004",
  "display_name": "Garrison Murphy Wealth Management, LLC",
  "summary": "Garrison Murphy Wealth Management, LLC is an SEC-registered investment advisory firm in Buffalo, NY, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 25, 2026.",
  "citation": "AdvisorCensus. Garrison Murphy Wealth Management, LLC (CRD 298004): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Garrison Murphy Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Garrison Murphy Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Garrison Murphy Wealth Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated August 25, 2026 states: Asset-based fee: up to 0.75% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Garrison Murphy Wealth Management, LLC located?",
      "a": "Garrison Murphy Wealth Management, LLC's principal office is in Buffalo, NY, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Garrison Murphy Wealth Management, LLC registered with the SEC or a state?",
      "a": "Garrison Murphy Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 298004."
    },
    {
      "q": "How much does Garrison Murphy Wealth Management, LLC manage?",
      "a": "Garrison Murphy Wealth Management, LLC reports $255,072,234 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Garrison Murphy Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Garrison Murphy Wealth Management, LLC: Regulatory assets under management: $175,536,868 in the October 2021 data and $255,072,234 in the October 2026 data, up 45%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Garrison Murphy Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (25); pooled investment vehicles (other than investment companies and business development companies) (2); individuals (other than high net worth individuals) (1)."
    },
    {
      "q": "Which custodians does Garrison Murphy Wealth Management, LLC use?",
      "a": "Garrison Murphy Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Garrison Murphy Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/298004"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 175536868.0,
      "total_employees": 2,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 228198392.0,
      "total_employees": 2,
      "filing_date": "2022-05-13"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 191426516.0,
      "total_employees": 2,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 208777515.0,
      "total_employees": 2,
      "filing_date": "2024-03-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 235467761.0,
      "total_employees": 2,
      "filing_date": "2025-06-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 255072234.0,
      "total_employees": 2,
      "filing_date": "2026-08-25"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "0.75% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 0.75% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Our fee for wealth advisory services is based on a percentage of the assets in your account and is set forth in our investment advisory agreement but will not exceed 0.75% per annum."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 0.75,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Our fee for wealth advisory services is based on a percentage of the assets in your account and is set forth in our investment advisory agreement but will not exceed 0.75% per annum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/garrison-murphy-wealth-management-llc-buffalo-ny-298004.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 850232.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 25,
      "fewer_than_5": false,
      "raum": 207605838.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 46515475.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 100689.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/298004",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}