MG&A WEALTH

RIASEC RegisteredEst. 2016

Total AUM

$1B

Discretionary

$868M

85% of AUM

Avg account

$529K

Accounts

1,924

Employees

Advisory reps

Firm details

Headquarters: PLANTATION, Florida
CRD number: 284866
Registered since: August 8, 2016
Website: www.mgawealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI81.9%
Individuals12.36%
Pooled Investment Vehicles4.63%
Corporations / Businesses1.04%
Charitable Organizations0.06%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Mg&A Wealth is an independent registered investment adviser that serves both individual and institutional clients. The firm operates as a capital allocator, blending fee-based portfolio management and financial planning with occasional selection of outside advisers. Mg&A Wealth runs a multi-fee model — percentage of AUM supplemented by hourly and fixed-fee engagements — which supports customized planning and delegated portfolio management for high-net-worth households and small-business owners. The firm is not positioned as an active ESG investor. Mg&A Wealth was recognized by FA Magazine as a Top RIA Firm in 2020. Its public-facing activities include acting as an adviser to pooled vehicles and serving as a general partner/managing member on some investments, indicating an appetite to source, structure and oversee private investment opportunities on behalf of clients.