Myra Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MYRA Wealth serves individuals, trusts and businesses through three service lines—INVEST, PLAN and CONSULT—delivered mainly via an interactive online Platform. Clients can create digital financial plans, schedule CFP® consultations, and open brokerage, retirement and education accounts that the firm may manage on a discretionary basis.
The firm implements a primarily passive, ETF-based investment approach using computer-driven model allocations and continuous rebalancing, with custody and execution services provided through Charles Schwab. MYRA aggregates household information on the Platform and relies on client-provided data to generate recommendations and tailor planning and investment work.
A distinctive feature is its affiliated corporate structure: MYRA Technologies LLC operates the Platform and MYRA Tax LLC provides tax services, both wholly owned affiliates of parent MYRA, Inc., enabling integrated tax and technology support alongside advisory services. MYRA also uses a subscription-based access model (including a free trial and multiple paid tiers that distinguish accredited versus non‑accredited and individual versus household clients) rather than relying solely on a traditional single-fee engagement.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% $1,000,000 - $2,000,000: 1.25% $2,000,000 - $3,000,000: 1.00% $3,000,000 - $4,000,000: 0.75% $4,000,000 - $5,000,000: 0.50% $5,000,000+: 0.25%
FREE subscription: $0 per month (30-day trial); PAID subscriptions start at $3,000 per year and vary by Accreditation and Household/Individual status, with some increments per $1 million net worth over $1 million
Fee-only: PAID subscriptions starting at $3,000 per year; PLAN fees $0 to $15,000 depending on scope; CONSULT typical one-time $1,500 or up to $15,000 per consultation; INVEST fees tiered based on AUM as shown
Main office
New York NY
Advisors at this office
1
Most active in
California · New Jersey · New York · Texas
Also doing business as
Myra Advisors LLC · Myra Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
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