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MYRA Wealth
Founded in 2019 and based in New York, MYRA Wealth operates as a registered investment adviser serving individuals, trusts, and businesses. The firm's public...
MYRA Wealth
Founded in 2019 and based in New York, MYRA Wealth operates as a registered investment adviser serving individuals, trusts, and businesses. The firm's public materials surface a simple value proposition: combine financial planning, investment management, and tax preparation under one advisory roof. Founder details and the original wealth backing the firm are not publicly disclosed. The firm's advertised service set covers three lines. Financial planning addresses cash-flow, retirement, and goal-based mapping. Portfolio management implies discretionary or non-discretionary management of client accounts, though the investment philosophy, vehicle preferences, and asset-class focus are not detailed on its website. Tax filing rounds out the bundle. No named portfolio companies, specific investment strategies, or geographic mandates beyond the United States appear in available primary-source material. MYRA Wealth's scale is opaque. No AUM, client count, or team headcount is published. The firm lists a single New York headquarters with no additional offices. It has not publicized affiliated philanthropic vehicles, operating companies, or peer-network memberships. The website makes no reference to fund commitments, direct deals, or co-investment clubs, consistent with a service model oriented toward retail or mass-affluent households rather than institutional allocators. The structural differentiator is the integrated tax-and-planning wrapper. Most RIAs outsource tax preparation or treat it as a separate engagement. Bundling tax filing with portfolio management and financial planning creates a closed-loop view of a client's full financial picture, though the firm has not published the governance, technology, or compliance architecture that supports this combination.
General information
Firm type
Bank / Wealth / Trust
Year founded
2019
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Frequently asked questions
How does MYRA Wealth differentiate its service model from a standard RIA?
MYRA Wealth publicly bundles three services — financial planning, portfolio management, and tax filing — under a single advisory relationship. Most registered investment advisers do not include tax preparation as an in-house function, instead referring clients to external CPAs. This architecture is designed to give the firm visibility across a client's entire financial picture, though the firm has not disclosed the operational or compliance framework that integrates the tax practice with its investment management function.
What investment strategies does MYRA Wealth employ for client portfolios?
MYRA Wealth describes offering portfolio management and investment management but has not published its investment philosophy, asset-class preferences, or vehicle selection criteria on its website. Without public disclosures on strategy, benchmarks, or portfolio construction methodology, the firm's investment approach cannot be independently characterized.
Does MYRA Wealth operate as a single-family office or a multi-family office?
MYRA Wealth is structured as a registered investment adviser, not a family office. It lists individuals, trusts, and businesses as client types but has not published a family-office service model, concierge services, or the single-family wealth-consolidation structure characteristic of family offices. The firm falls under the RIA regulatory category rather than the family-office exemption under the Investment Advisers Act.
Who founded MYRA Wealth and what is the firm's ownership structure?
MYRA Wealth has not publicly named its founders, key principals, or ownership structure on its website. The firm's Form ADV, filed with the SEC as a registered investment adviser, would contain direct owners and control persons, but those details are not reflected in the firm's public-facing materials captured here.
What is MYRA Wealth's known posture on direct private investments or fund commitments?
Nothing in MYRA Wealth's public materials indicates participation in private-market direct deals, fund commitments, co-investments, or alternative assets. The firm's stated services — financial planning, portfolio management, and tax filing — are consistent with liquid, publicly traded portfolio construction for individual and trust clients.
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