M&A Wealth

RIASEC Registered

Total AUM

$18.1M

Discretionary

$18.1M

100% of AUM

Avg account

$121K

Accounts

150

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 299284
Website: mandawealth.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI56.77%
Individuals33.31%
Pooled Investment Vehicles5.49%
Corporations / Businesses4.43%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

M&A Wealth is an independent registered investment adviser organized as an LLC and operated by an individual owner. The firm functions as a capital allocator and services both individuals/families and institutional clients. Its advisory scope includes financial planning, portfolio management for individuals, small businesses, pooled investment vehicles, and institutional clients, plus selection of other advisers and educational seminars. M&A Wealth also conducts non-advisory activities as an insurance broker and accountant and is affiliated with insurance companies and pooled-vehicle sponsors, serving in roles such as general partner or managing member. The firm uses a flexible fee framework that includes percentage-of-AUM billing as well as hourly, fixed-fee, and performance-based arrangements. M&A Wealth is not positioned as an ESG-focused investor and is not identified as a multi-state adviser in the source data.