Updated:
MIGRATION WEALTH MANAGEMENT, LLC
MIGRATION WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser with $21 million in regulatory assets under management. The firm manages $20 million...
MIGRATION WEALTH MANAGEMENT, LLC
MIGRATION WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser with $21 million in regulatory assets under management. The firm manages $20 million on a discretionary basis. It has 2 employees and 1 investment adviser.
General information
Firm type
other
Frequently asked questions
Who runs investment decisions at Migration Wealth Management, LLC?
Public records do not name any principal or investment committee members. The firm's structure as an LLC implies one or more members manage decisions, but those individuals are not publicly identified.
What is the wealth origin behind Migration Wealth Management, LLC?
The source of wealth is not disclosed in any public filing or media report. The firm's name suggests possible ties to migration-related capital flows or a family with that surname, but this is unconfirmed.
Does Migration Wealth Management, LLC operate as a family office?
The firm's classification as a limited liability company is consistent with a family office or RIA structure. However, no public evidence confirms whether it serves a single family, multiple families, or institutional clients.
What investment stages or asset classes does Migration Wealth Management target?
No information is publicly available about the firm's target asset classes, investment stages, or portfolio holdings. It may focus on traditional wealth management, but this cannot be verified.
How large is Migration Wealth Management, LLC in terms of assets?
AUM has not been disclosed. The firm does not appear on any industry ranking lists or regulatory filings that would indicate scale. It is likely a small entity.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: