Myra Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$64,977,652
Clients
59
54% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
59
HighAverage account size
$1,101,316
About
MYRA Wealth provides planning, consultation and discretionary investment management to individuals, households, trusts and businesses through an interactive online Platform. Services are offered as a mix of digital plan tools, scheduled advisor consultations, and optional managed brokerage and retirement accounts under a subscription structure that begins with a 30‑day trial and moves to paid tiered subscriptions.
The firm primarily pursues a passive, ETF‑based investment approach using model portfolios that are monitored and rebalanced by algorithmic software; investment accounts opened through the Platform are managed on a discretionary basis with custody at Charles Schwab. Portfolios emphasize diversified, asset‑class exposures and tax considerations, and the adviser relies on automated monitoring while allowing clients to impose investment restrictions.
A notable feature is the firm’s affiliation with an in‑house tax services affiliate (MYRA Tax LLC) and a wholly owned technology subsidiary (MYRA Technologies), which provide integrated tax and platform capabilities that are uncommon among peers. The firm also participates in Schwab’s institutional program and combines that custodial relationship with a subscription delivery model while managing roughly $65 million for a relatively small client base.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Tax strategies for small businesses
College savings (529s, UTMA, etc.)
Fee options
PLAN services fees ranging from $0 to $15,000 depending on scope and timeline; One-Time CONSULT consultations typically $1,500 for 45 minutes
$0 - $1M: 1.50% $1M - $2M: 1.25% $2M - $3M: 1.00% $3M - $4M: 0.75% $4M - $5M: 0.50% $5M+: 0.25%
Minimum fee: $25 per month minimum for INVEST services Fee-only: PAID subscription fees ranging from $3,000 to $6,000 per year plus $1,000 per each additional $1 million net worth over $1 million for Accredited clients
Main office location
Myra Wealth
New York NY, United States
Number of offices
1
Most active in
Myra Wealth has reported serving >5 clients in these states in the last 12 months.
California · New Jersey · New York · Texas
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
LinkedIn
Facebook
X
Instagram
Website
805-380-6972
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")