MYFI WEALTH MANAGEMENT, LLC

MYFI WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 318456). Regulatory assets under management: $1.5M.

Registration

• CRD: 318456
• Type: Registered investment adviser
• Phone: 281-961-5531
• Latest filing: 2026-03-15
• Regulatory AUM: $1.5M
• Discretionary AUM: $1.5M
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318456 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search