# Murphy Wealth Management Group

> Murphy Wealth Management Group is an SEC-registered investment advisory firm in Fishkill, NY, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 6, 2026.

- CRD: 277161
- Filed as: MURPHY WEALTH MANAGEMENT GROUP
- Legal name: Murphy Wealth Management Group, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fishkill, NY
- Filing period: October 2026
- Form ADV filing dated: January 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/277161
- AdvisorCensus page: https://advisorcensus.com/firm/murphy-wealth-management-group-fishkill-ny-277161

## Quick answers

**How is Murphy Wealth Management Group compensated?**
On its Form ADV (Item 5.E, October 2026), Murphy Wealth Management Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Murphy Wealth Management Group located?**
Murphy Wealth Management Group's principal office is in Fishkill, NY, according to its Form ADV.

**Is Murphy Wealth Management Group registered with the SEC or a state?**
Murphy Wealth Management Group is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 277161.

**How much does Murphy Wealth Management Group manage?**
Murphy Wealth Management Group reports $251,868,217 in regulatory assets under management in its Form ADV filing dated January 6, 2026 (100% discretionary).

**How have Murphy Wealth Management Group's assets and staff changed since 2021?**
In the Form ADV data for Murphy Wealth Management Group: Regulatory assets under management: $177,604,070 in the October 2021 data and $251,868,217 in the October 2026 data, up 42%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Murphy Wealth Management Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (287); high net worth individuals (80); pension and profit sharing plans (but not the plan participants or government pension plans) (17).

**Which custodians does Murphy Wealth Management Group use?**
Murphy Wealth Management Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Murphy Wealth Management Group 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/277161

**What changed in Murphy Wealth Management Group's recent Form ADV filings?**
In the February 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $215,956,501 to $251,868,217 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial 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: $251,868,217
- Discretionary: $251,868,217
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 287 | $93,298,502 |
| High net worth individuals | 80 | $154,235,854 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 17 | $4,333,861 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, GA, MA, NC, NH, NY, SC, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- murphywealth.com
- Facebook @Murphy-Wealth-Management-Group-309142222554288
- LinkedIn @murphy-wealth-management-group
- X @mwealthmgmt

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $177,604,070 | 5 | January 7, 2021 |
| October 2022 | $191,767,839 | 7 | August 9, 2022 |
| October 2023 | $163,146,011 | 6 | May 30, 2023 |
| October 2024 | $177,380,765 | 6 | September 23, 2024 |
| October 2025 | $215,956,501 | 6 | January 2, 2025 |
| October 2026 | $251,868,217 | 6 | January 6, 2026 |

Regulatory assets under management: $177,604,070 in the October 2021 data and $251,868,217 in the October 2026 data, up 42%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $215,956,501 to $251,868,217 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Murphy Wealth Management Group (CRD 277161): Form ADV filing data as of October 2026.