# Garrison Murphy Wealth Management, LLC

> 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.

- CRD: 298004
- Filed as: GARRISON MURPHY WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Buffalo, NY
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298004
- AdvisorCensus page: https://advisorcensus.com/firm/garrison-murphy-wealth-management-llc-buffalo-ny-298004

## Quick answers

**How is Garrison Murphy Wealth Management, LLC compensated?**
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.

**How much does Garrison Murphy Wealth Management, LLC charge?**
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.

**Where is Garrison Murphy Wealth Management, LLC located?**
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).

**Is Garrison Murphy Wealth Management, LLC registered with the SEC or a state?**
Garrison Murphy Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 298004.

**How much does Garrison Murphy Wealth Management, LLC manage?**
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).

**How have Garrison Murphy Wealth Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Garrison Murphy Wealth Management, LLC serve?**
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).

**Which custodians does Garrison Murphy Wealth Management, LLC use?**
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.

**Does Garrison Murphy Wealth Management, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated August 25, 2026)

- Asset-based fee: up to 0.75% of assets a year (the maximum the brochure states)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $255,072,234
- Discretionary: $255,072,234
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $850,232 |
| High net worth individuals | 25 | $207,605,838 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $46,515,475 |
| Charitable organizations | 1 | $100,689 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Buffalo, NY

### Websites listed on Form ADV (Item 1.I)
- gmwmllc.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $175,536,868 | 2 | March 30, 2021 |
| October 2022 | $228,198,392 | 2 | May 13, 2022 |
| October 2023 | $191,426,516 | 2 | March 30, 2023 |
| October 2024 | $208,777,515 | 2 | March 20, 2024 |
| October 2025 | $235,467,761 | 2 | June 11, 2025 |
| October 2026 | $255,072,234 | 2 | August 25, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Garrison Murphy Wealth Management, LLC (CRD 298004): Form ADV filing data as of October 2026.