Garrison Murphy Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$208,456,070
Clients
26
Advisors
2
across 2 offices
About
Garrison Murphy Wealth Management serves individual and high‑net‑worth clients as well as pooled investment vehicles, offering integrated wealth advisory services that include financial planning, discretionary portfolio management, estate planning coordination, and coordination with clients’ outside advisors. The firm manages assets on a discretionary basis and provides both discretionary and non‑discretionary arrangements, tailoring investment advice to client objectives and constraints.
The firm’s investment approach emphasizes strategic asset allocation and asset‑location decisions with attention to after‑fee and after‑tax outcomes, and it implements portfolios using model allocations and third‑party managers. Garrison Murphy also conducts structured due diligence on private placement opportunities — including manager review, attendance at sponsor meetings, tax coordination with client CPAs, and ongoing performance/valuation reporting — and integrates private and public holdings in consolidated reporting.
What is distinctive about the firm is its role as an adviser to private funds and other pooled vehicles, where it provides advisory services governed by offering documents and handles operational matters such as capital calls, distributions, and ongoing fund administration oversight. The brochure also notes that the firm advises on a broad set of investment types beyond public equities and fixed income — including real estate, private funds, interval funds, and digital assets/virtual currencies — and charges separate management arrangements for non‑firm investors in its private funds.
Client services
Expertise
Fee options
0.75% per annum maximum, billed monthly in arrears pro rata for partial months; fees are negotiable.
Main office
See officeEast Aurora NY
Advisors at this office
1
Most active in
Florida · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Nickole G
CFP®, Series 66
Lithia, FL
Garrison Murphy Wealth Management, LLC
Nickole Garrison is a CFP® with 13 years of industry experience, currently serving at Garrison Murphy Wealth Management, LLC since 2018. Prior to that, she worked with M&T Securities Inc. and M&T Bank from 2012 to 2018. She holds board and committee roles with several nonprofit organizations, including positions with the Buffalo Center for Arts and Technology, WNY Women's Foundation, Buffalo Philharmonic Orchestra Board, and the Community Foundation for Greater Buffalo, where she contributes to audit and investment oversight. Garrison Murphy Wealth Management provides integrated wealth advisory services to individual and high-net-worth clients as well as pooled investment vehicles. The firm offers tailored financial planning, discretionary and non-discretionary portfolio management, and private fund advisory, emphasizing strategic asset allocation and comprehensive due diligence across a variety of investment types.
Todd M
CFP®, CFA®, Series 63
East Aurora, NY
Garrison Murphy Wealth Management, LLC
Todd Murphy is a CFP® and CFA® with 19 years of industry experience. He is a principal at Garrison Murphy Wealth Management, LLC, where he has worked since 2018. Prior to joining Garrison Murphy, he spent six years at Wilmington Trust Investment Advisors, Inc. Garrison Murphy Wealth Management serves individual and high-net-worth clients as well as pooled investment vehicles, providing integrated wealth advisory services including financial planning, discretionary portfolio management, and estate planning coordination. The firm emphasizes strategic asset allocation and integrates private and public holdings, also offering advisory services for private funds and other pooled vehicles.
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