MAVS WEALTH MANAGEMENT GROUP, LLC

RIASEC RegisteredEst. 2025
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
ST PETERSBURG, Florida
CRD number
337364
Registered since
July 21, 2025
Fee structure
Percentage of AUM, Hourly Charges
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Mavs Wealth Management Group, LLC is an owner-operated, SEC-registered advisory firm that provides financial planning and portfolio management for individuals and small businesses. The firm registered with the SEC in 2025 and is structured as a limited liability company with an individual owner. Its service model combines ongoing asset-based fees with hourly billing for certain work. Mavs does not describe itself as an ESG investor, is not a multi-state adviser, and is not classified into a standard industry category in the available data. It does not identify as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Jesse Anastase

    Insurance AgentCRD 7461034

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

ST PETERSBURG, FL

PINELLAS

Location

ST PETERSBURG, FL

Headquartered in ST PETERSBURG, FL, in the South of the United States.

Region
South
County
PINELLAS
Address
7901 4th St N
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth