MOIRAI WEALTH MANAGEMENT LLC

MOIRAI WEALTH MANAGEMENT LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 109675). Regulatory assets under management: $335.4M.

Registration

• CRD: 109675
• SEC file number: 801-114836
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 109675 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search