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
$139M
Employees
4
Offices
--
Total Clients
328
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 89.6% of total clients.
Top client categories% of clientsClients
1
Individuals
89.6%
294
2
HNWI
10.4%
34
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$139Mas of May 14, 2026
Discretionary100.0%
$139M
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.
Total AUM$139M
Total Accounts889
10Y AUM Change+$27M (+24.2%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee82:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.