{
  "crd_number": 311475,
  "slug": "myra-wealth-311475",
  "primary_business_name": "MYRA WEALTH",
  "legal_name": "MYRA ADVISORS LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-01-04",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-09-28",
  "carried_forward": false,
  "raum_total": 64977652.0,
  "raum_discretionary": 64977652.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 4484589.0,
      "count": 27
    },
    "high_net_worth_individuals": {
      "raum": 60493063.0,
      "count": 32
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "NJ",
    "NY",
    "TX"
  ],
  "websites": [
    "https://facebook.com/MyraWealth",
    "https://instagram.com/myra.wealth",
    "https://linkedin.com/company/myrawealth",
    "https://myrawealth.com",
    "https://x.com/myrawealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311475",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/myra-wealth-311475",
  "display_name": "Myra Wealth",
  "summary": "Myra Wealth is an SEC-registered investment advisory firm, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 28, 2026.",
  "citation": "AdvisorCensus. Myra Wealth (CRD 311475): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Myra Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Myra Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Myra Wealth charge?",
      "a": "Its Form ADV Part 2A brochure dated January 4, 2026 states: Subscription: $3,000 a year (PAID subscription(s): Non-Accredited, Individual); Flat fee: $1,500 (CONSULT (one-time) 45-minute consultation by video or audio conference…). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is Myra Wealth registered with the SEC or a state?",
      "a": "Myra Wealth is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311475."
    },
    {
      "q": "How much does Myra Wealth manage?",
      "a": "Myra Wealth reports $64,977,652 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary)."
    },
    {
      "q": "How have Myra Wealth's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Myra Wealth: Regulatory assets under management: $25,000,000 in the October 2021 data and $64,977,652 in the October 2026 data, up 160%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Myra Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (32); individuals (other than high net worth individuals) (27)."
    },
    {
      "q": "Which custodians does Myra Wealth use?",
      "a": "Myra Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Myra Wealth 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/311475"
    },
    {
      "q": "Does Myra Wealth state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 4, 2026 says: \"We do not impose an AUM minimum to receive services.\""
    },
    {
      "q": "What changed in Myra Wealth's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Regulatory assets under management went from $51,449,397 to $64,977,652 (+26%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 25000000.0,
      "total_employees": 1,
      "filing_date": "2021-05-07"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 25727528.0,
      "total_employees": 1,
      "filing_date": "2022-08-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 25009187.0,
      "total_employees": 1,
      "filing_date": "2023-07-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 39267631.0,
      "total_employees": 1,
      "filing_date": "2024-03-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 51449397.0,
      "total_employees": 1,
      "filing_date": "2025-01-08"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 64977652.0,
      "total_employees": 1,
      "filing_date": "2026-09-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $51,449,397 to $64,977,652 (+26%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 4, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $3,000 a year (PAID subscription(s): Non-Accredited, Individual)",
      "Flat fee: $1,500 (CONSULT (one-time) 45-minute consultation by video or audio conference…)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not impose an AUM minimum to receive services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $3,000 a year (PAID subscription(s): Non-Accredited, Individual)"
        ],
        "quotes": [
          "PAID subscription(s): Starting at $3,000 per year."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,500 (CONSULT (one-time) 45-minute consultation by video or audio conference…)"
        ],
        "quotes": [
          "A typical CONSULT (one-time) is $1,500 for a one-time 45-minute consultation by video or audio conference within 30 days."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": 3000.0,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "PAID subscription(s): Non-Accredited, Individual"
        },
        {
          "kind": "flat",
          "amount": 1500.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "CONSULT (one-time) 45-minute consultation by video or audio conference within 30 days"
        }
      ]
    },
    "quotes": [
      "We do not impose an AUM minimum to receive services.",
      "PAID subscription(s): Starting at $3,000 per year.",
      "A typical CONSULT (one-time) is $1,500 for a one-time 45-minute consultation by video or audio conference within 30 days."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "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/myra-wealth-311475.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 27,
      "fewer_than_5": false,
      "raum": 4484589.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 32,
      "fewer_than_5": false,
      "raum": 60493063.0
    }
  ],
  "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/311475",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
