$15.5M Total AUM
$15.5M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
7 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-10-2018
- Office Locations
- 1
Office Locations
-- Hanover NH
About Mirica Wealth
Mirica Wealth is a Hanover-based RIA. The firm has been operating for 7 years. Managing $15.5M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
41 AVG AGE
$15.5M AVG AUM / ADVISOR
$409.1K AVG AUM / CLIENT
7.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
RAZVAN AURELIAN MIRICA
Chief Compliance Officer, Principal, Private Wealth Advisor
- CRD
- #4982012
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,547,691 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,547,691 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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