INDIANAPOLIS, INCRD 125963Latest ADV March 16, 2026
Mfg Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated March 16, 2026, reports $131M in regulatory assets under management, 4 employees, and 875 accounts.
Assets Under Management
$131M
Employees
4
Offices
--
Total Clients
324
Primary office
INDIANAPOLIS, IN
6920 SOUTH EAST ST, STE E, INDIANAPOLIS, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 91.0% of total clients.
Top client categories% of clientsClients
1
Individuals
91.0%
295
2
HNWI
9.0%
29
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$131Mas of March 16, 2026
Discretionary100.0%
$131M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$131M
Total Accounts875
10Y AUM Change+$19M (+16.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee81:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.