Mirica Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,242,722
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
37
8% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
37
HighAverage account size
$411,965
About
Mirica Wealth is a state-registered independent advisory firm managing roughly $15.5 million for 37 clients under a single advisor. The firm provides financial planning and discretionary portfolio management services to individuals and families, high-net-worth clients, and corporations or other businesses.
The adviser primarily constructs diversified, passive portfolios using index mutual funds and ETFs, while also employing fundamental, technical, cyclical and charting analysis and, when appropriate, recommending outside managers. Clients can engage in ongoing comprehensive financial planning on a subscription-style basis with pre-scheduled reviews and annual plan updates.
Compared with many solo independent advisers, Mirica Wealth combines a predominantly passive portfolio construction approach with explicit use of technical and cyclical analysis and does not block trades across client accounts. The firm also works with corporate clients and, according to its filings, serves charitable organization clients — a client type that is relatively uncommon among peers of this size.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
General estate planning guidance
Fee options
Upfront charge of $450 for comprehensive financial planning onboarding
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.75%
$150 per hour (used for prorating upfront comprehensive financial planning fee)
Monthly fee ranging from $75 to $200 for comprehensive financial planning depending on complexity
Main office location
Mirica Wealth
Hanover NH, United States
Number of offices
1
Most active in
Mirica Wealth has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Hampshire
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
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.
Forms ADV
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