Murphy Wealth Management Group is an SEC registered investment adviser with a primary office location in Fishkill, NY. Its latest Form ADV filing, dated January 6, 2026, reports $252M in regulatory assets under management, 6 employees, and 860 accounts.
Assets Under Management
$252M
Employees
6
Offices
--
Total Clients
384
Primary office
FISHKILL, NY
60 MERRITT BLVD., SUITE 106, FISHKILL, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.7% of total clients.
Top client categories% of clientsClients
1
Individuals
74.7%
287
2
HNWI
20.8%
80
3
Pension Plans
4.4%
17
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$252Mas of January 6, 2026
Discretionary100.0%
$252M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$252M
Total Accounts860
10Y AUM Change+$157M (+165.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee64:1
10Y Employee Change+3 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.