MFG Private Wealth

RIASEC RegisteredEst. 2025

Total AUM

$146M

Discretionary

$146M

100% of AUM

Avg account

$183K

Accounts

795

Employees

Advisory reps

Firm details

Headquarters: Canonsburg, Pennsylvania
CRD number: 334574
Registered since: March 24, 2025
Custodians: DUNHAM, ASSETMARK TRUST CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI60.08%
Individuals24.65%
Pension & Profit Sharing Plans13.34%
Charitable Organizations1.88%
Corporations / Businesses0.04%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

MFG Private Wealth is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2025. The firm is individually owned and serves both high-net-worth individuals/families and institutional clients. It acts as a capital allocator and provides a mix of fee arrangements, including percentage-of-AUM billing as well as hourly and fixed-fee engagements. Advisory capabilities listed on the firm’s filings cover financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser. Industry relationships noted include connections with accounting and insurance firms.