THOUSAND OAKS, CACRD 169013Latest ADV January 16, 2026
Mfa Wealth Services is an SEC registered investment adviser organized as a corporation with a primary office location in Thousand Oaks, CA. Its latest Form ADV filing, dated January 16, 2026, reports $293M in regulatory assets under management, 3 employees, 1 office, and 706 accounts.
Assets Under Management
$293M
Employees
3
Offices
1 office
Total Clients
224
Primary office
THOUSAND OAKS, CA
100 E. THOUSAND OAKS BLVD., #258, THOUSAND OAKS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 96.0% of total clients.
Top client categories% of clientsClients
1
Individuals
96.0%
215
2
HNWI
4.0%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$293Mas of January 16, 2026
Discretionary99.8%
$292M
100% of total RAUM99.8%
Non-discretionary0.2%
$643K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$293M
Total Accounts706
10Y AUM Change+$150M (+105.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee75:1
10Y Employee Change-1 (-25.0%)
* 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.