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 an LLC and identified as an SEC-registered firm in 2025. The firm is owned by an individual and acts as a capital allocator, working with both individual/family clients and institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and is not marked as a multi-state adviser.