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 that serves both individual/family and institutional clients. The firm acts as a capital allocator and provides a mix of financial planning and portfolio management for individuals and small businesses, along with pension consulting and the selection of other advisers. Its compensation options include percentage-of-AUM arrangements as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor. Industry relationships include ties with an accounting firm and an insurance company. The firm’s ownership is listed as individual and it is registered with the SEC.