M&A Wealth

RIAState 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 ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

M&A Wealth is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional relationships. Its advisory services span financial planning, portfolio management for individuals, small businesses, institutions and pooled vehicles, plus educational seminars and workshops. The firm also conducts insurance brokerage and accounting activities and has roles as a sponsor, general partner or managing member of pooled investment vehicles. Fee arrangements are flexible and include AUM-based fees alongside hourly, fixed-fee and performance-based structures. M&A Wealth does not identify as an active ESG investor and is not characterized as a capital allocator.