MFG WEALTH MANAGEMENT, INC.

RIASEC RegisteredEst. 2025

Total AUM

$139M

Discretionary

$139M

100% of AUM

Avg account

$156K

Accounts

889

Employees

Advisory reps

Firm details

Headquarters: INDIANAPOLIS, Indiana
CRD number: 125963
Registered since: May 30, 2025
Website: www.mfgwealthmgmt.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI54.31%
Individuals45.69%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

MFG Wealth Management, Inc. is an independent registered investment adviser operating as a corporation and owned by an individual. The firm acts as a capital allocator for individual and family clients, offering a mix of financial planning and discretionary portfolio management services for individuals, small businesses, and institutional/business clients. It also performs manager selection for third-party advisers and operates an insurance brokerage practice. Fees are charged through asset-based percentages as well as hourly, fixed-fee, and other arrangements. The adviser is not flagged as an active ESG investor.