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 advisor operating as a limited liability company and run under individual ownership. The firm positions itself as a capital allocator that serves both individual/family clients and select institutional relationships. Service capabilities extend beyond portfolio management to financial planning, selection of outside advisers, and educational workshops; the firm also lists activities as an insurance broker and accountant. Its fee menu is flexible, including asset-based fees, hourly and fixed-fee arrangements, and performance-based compensation. The firm does not identify itself as an active ESG investor.