Murphy Wealth Management Group, Inc.
- Regulatory AUM
- $252M
- Discretionary
- $252M
- Clients
- 384
- Avg AUM / client
- $656K
- Accounts
- 860
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 287 | $93.3M | 37.0% |
| High net worth individuals | 80 | $154M | 61.2% |
| Pension and profit sharing plans | 17 | $4.3M | 1.72% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel James Murphy | Chief Compliance Officer, Chief Executive Officer And President | CFP | Jan 2020 (7y) | 75% or more |
| Connor Peter Briggs | Registered representative | CFP | Oct 2021 (5y) | |
| Matthew Francis Brady | Registered representative | Nov 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/06/2026 | 986 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- LPL Financial $252M (100% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 06, 2026.
View current Form ADV (SEC/IAPD) ↗