MFA WEALTH ADVISORS, LLC
Firm details
- Headquarters
- PITTSBURGH, Pennsylvania
- CRD number
- 171984
- Registered since
- June 25, 2014
- Website
- mfa-wealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI71.59%
- Individuals28.16%
- Charitable Organizations0.24%
- Pension & Profit Sharing Plans0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
MFA Wealth Advisors, LLC is an independent, SEC-registered investment adviser organized as an LLC and operating since 2014. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection and oversight of third‑party advisers. Its fee arrangements combine AUM‑based charges with fixed fees. MFA identifies as a capital allocator and reports being an active ESG investor. The firm received recognition from FA Magazine in 2020 as a Top RIA Firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds71%
- Exchange Traded Equities19%
- Cash & Cash Equivalents10%
Owners & executives
3 of 4MEGAN PETRUSKA
COOCRD 5041200
William McMahon
Chief Equity StrategistCRD 6110998
DAVID REICHERT
Chief Compliance OfficerCRD 5967692
Contacts
3 of 5BOHDAN STONE
Financial AdvisorCRD 437242
MARK KASIMIRSKY
PrincipalCRD 5742812
JACK MCMAHON
Investment Adviser RepresentativeCRD 6345536
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$477M in ETFs
89%
$424M
11%
$53M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND (BIV) | Vanguard | Passive | Intermediate Core Bond | $47.5M | 614,849 | 9.94% |
Location
PITTSBURGH, PA
ALLEGHENY
Location
PITTSBURGH, PA
Headquartered in PITTSBURGH, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- ALLEGHENY
- Address
- 650 Washington Rd
- Time zone
- ET (UTC-5)
- Office locations
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