SourcingSourcing

MURPHY WEALTH MANAGEMENT GROUP, INC.

B57
CRD 277161·SEC 801-108780·FISHKILL, NY
AUM
$251.9M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$756K
@ 30% margin
Est. Deal Value
$6.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MURPHY WEALTH MANAGEMENT GROUP, INC.
CRD
277161
SEC file #
801-108780
EIN
—
DBA names
Murphy Wealth Management Group

Economics

AUM
$251.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$137.3M → $251.9M▲ +83%
Client mix
Individuals Other287
Individuals High Net Worth80
Pension Profit Sharing Plans17

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
4 advisors → 3 advisors▼ -25%
Primary office
FISHKILL NY
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
01/06/2026
ADV-W filed at
—
Website
linkedin.com/company/murphy-wealth-management-group(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MURPHY, DANIEL, JAMES
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MURPHY, DANIEL, JAMES
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3414
Soi Zip Pct 200k Plus
0.0887
Soi Zip Returns 200k Plus
730
Soi Zip Total AGI
771,557
Fdic Zip Total Deposits
14,888,473,000
Fdic Zip Branch Count
305
Fdic Zip Top Banks
Manufacturers and Traders Trust Company
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Lpl Financial4
E*trade4
Fdic Zip Branches Raw
Pawling Savings BankFishkill, NY
Mid-Hudson Savings Bank FSBFishkill, NY
Fdic Zip HHI
664.21
Fdic Zip Top Bank Share Pct
15.45
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI19,839
Returns1,640
Stub 2
AGI52,616
Returns1,410
Stub 3
AGI81,592
Returns1,310
Soi Zip Total Business Income
18,126
Soi Zip Total Cap Gains
21,013
Soi Zip Total Dividends
12,857
Soi Zip Total Returns
8,230
Top Owner CRD
1613634
Trust Company Affiliate
No

People (3)

3
MURPHY, DANIEL, JAMES
IAR · Direct Owner · 87.5%
1613634
CONNOR PETER BRIGGS
IAR
6718823
Matthew Francis Brady
IAR
6878183