# MOIRAI WEALTH MANAGEMENT LLC

MOIRAI WEALTH MANAGEMENT LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 109675
- Type: SEC-registered investment adviser
- SEC file number: 801-114836
- Location: 708 MONTGOMERY STREET, THIRD FLOOR, SAN FRANCISCO, CA, 94111
- Phone: 415-981-1541
- Latest filing: 2025-02-04
- Regulatory AUM: $335.4M
- Discretionary AUM: $251.3M
- Non-discretionary AUM: $84.1M
- Clients: 5
- Accounts: 202

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Karen Marie Schmid | PRINCIPAL/INVESTMENT ADVISOR/CHIEF COMPLIANCE OFFICER | — |
| SCHMID KAREN | INVESTMENT ADVISOR; PRINCIPAL/INVESTMENT ADVISOR; PRINCIPAL/INVESTMENT ADVISOR/CHIEF COMPLIANCE OFFICER | — |
| SCHMID KAREN M | PRINCIPAL/INVESTMENT ADVISOR/CHIEF COMPLIANCE OFFICER | — |
| SCHMID ANN MARIE | PRINCIPAL/INVESTMENT ADVISOR/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109675/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109675/similar
- Related entities: https://search.stillhousedata.com/firm/109675/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109675

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.