AUMdb

Myriad Asset Management Advisors Llc

SEC-registered Mutual Fund / Asset Manager · Small ($100M–$1B) CRD 335546 · SEC file 801-134132 · West Palm Beach, FL · www.myriadasset.com
☆ Save with Pro ADV data as of Feb 03, 2026
Regulatory AUM
$381M
Discretionary
$381M
Clients
1
Avg AUM / client
$381M
Accounts
1
Employees
5

AUM over time

$0 $381M
Jul 9, 2025 Feb 3, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Feb 03, 2026

Who they serve

Client typeClientsAUM% of AUM
Investment companies 1 $381M 100.0%

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 02/03/2026 902 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

Services

  • Portfolio management for investment companies

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 03, 2026.

View current Form ADV (SEC/IAPD) ↗