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GARRISON MURPHY WEALTH MANAGEMENT, LLC
CRD 298004File 801-113887
APPROVED
Retail clients
Custody
Filing as of Aug 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$255.1M
Below cohort median (national)
Discretionary AUM
$255.1M
Clients
29
134 accounts
Employees
2
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 27, 2018
- Principal office
- Not reported
- Phone
- 716-462-5468
- Website
- https://www.gmwmllc.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $255.1M
- Discretionary AUM
- $255.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 134
- Non-discretionary accounts
- 0
- Total accounts
- 134
- AUM per client
- $8.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $101K |
| High net worth individuals | 25 | $207.6M |
| Pooled investment vehicles | 2 | $46.5M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $850K |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 26 | 29 | increased by3 |
| Apr 1, 2026 | AUM | $235,467,761 | $255,072,234 | increased by$19,604,473 |
| Apr 1, 2026 | Accounts | 127 | 134 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 27 | 26 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $228,198,392 | $235,467,761 | increased by$7,269,369 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 130 | 127 | decreased by3 |
| Apr 1, 2022 | Clients | 23 | 27 | increased by4 |
| Apr 1, 2022 | AUM | $175,536,868 | $228,198,392 | increased by$52,661,524 |
| Apr 1, 2022 | Accounts | 103 | 130 | increased by27 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GARRISON MURPHY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GARRISON MURPHY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.