MDX WEALTH MANAGEMENT

Overview

MDX Wealth Management is a small, privately held advisory firm focused on individual and family clients. The firm bills for advice primarily as a percentage of assets under management, with hourly charges used for select engagements. Its advisory activity centers on portfolio management for individuals and small businesses rather than institutional consulting or pension work. Filings indicate a clear tilt toward equities — including non-exchange-traded equity positions — as the primary portfolio exposure, and the firm does not identify as an active ESG investor. MDX runs both discretionary and non-discretionary mandates. The mix of mandate types and the large allocation to non-exchange-traded equities suggests they combine model- or manager-driven portfolios with negotiated, client-directed holdings where appropriate. They are not listed as a capital allocator and do not report family office services in their core description.

Assets & Accounts

Investments & Alternatives

Location & Offices