Mirica Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,547,691
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
37
8% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
37
Average account size
$420,208
About
Mirica Wealth serves individuals and families—including high‑net‑worth clients—along with corporations and charitable organizations, providing financial planning, ongoing comprehensive planning subscriptions, and discretionary portfolio management. The firm reports about $13.8 million in discretionary assets under management across 44 client relationships and documents a service model that includes regular meetings, plan monitoring, and implementation support.
The firm primarily practices passive investment management, building portfolios from index mutual funds and ETFs for low turnover and tax efficiency, while also using fundamental, technical, cyclical, and charting analysis when conducting investment analysis and making security or sector decisions. Mirica may recommend outside managers or turnkey platforms and conducts periodic due diligence on those managers; it uses custodians Altruist and Charles Schwab for custody and trade execution.
Compared with many solo independent advisers, Mirica’s acceptance of charitable organization and corporate clients is a notable distinction, and its comprehensive planning is offered on an ongoing, subscription-style basis with scheduled check‑ins. The firm discloses negotiable fees in cases of demonstrated hardship, does not engage in block trading, and does not accept custody of client funds except for the limited purpose of withdrawing agreed advisory fees.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
General estate planning guidance
Fee options
Comprehensive Financial Planning: Upfront $450 plus $75 to $200 per month ongoing fee
$0 - Not explicitly stated, but implied tiered levels in Appendix 1: Tiered fees based on asset levels, exact tiers not detailed in brochure Not stated+: Up to 2.0% maximum total annual fees including outside manager fees
Main office location
Mirica Wealth
Hanover NH, United States
Number of offices
1
Most active in
Mirica Wealth has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Hampshire
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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