# Murray Wealth Management

Murray Wealth Management is a Bank / Wealth / Trust based in Lancaster, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lancaster, United States
- **Region:** North America
- **Address:** Lancaster, PA, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** https://murrayasset.co.uk

## Regulatory record

- **Reports private funds:** No

## About

Murray Wealth Management is a wealth manager based in Lancaster, US. It manages approximately $111 million in assets, primarily serving clients in North America.

## Questions

### How does Murray Wealth Management custody client assets?

The firm does not hold assets on its balance sheet. Client accounts are custodied at Charles Schwab and Fidelity Institutional, two of the largest independent custody platforms. That third-party custody arrangement means clients receive statements directly from the custodian and assets are protected from the firm's own operating risk.

### Who are Murray Wealth Management's typical clients?

The firm serves households, retirees, and business owners concentrated in Lancaster County and south-central Pennsylvania. Typical relationships are discretionary investment management accounts rather than one-time financial plans. The local footprint means client acquisition is largely referral-driven, with the firm acting as a substitute for wirehouse or bank trust advisory services.

## Related profiles

- [Murray Strategic Investment](https://altss.com/profile/murray-strategic-investment)
- [Murren Family Foundation](https://altss.com/profile/murren-family-foundation)

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Last updated: 2026-06-03T20:00:00.000Z

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