Mg&A Wealth is an SEC registered investment adviser organized as a corporation with a primary office location in Plantation, FL. Its latest Form ADV filing, dated March 31, 2026, reports $1.0B in regulatory assets under management, 15 employees, 1 office, and 1,924 accounts.
Assets Under Management
$1.0B
Employees
15
Offices
1 office
Total Clients
657
Primary office
PLANTATION, FL
8151 PETERS ROAD, SUITE 3200, PLANTATION, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.9% of total clients.
Top client categories% of clientsClients
1
Individuals
62.9%
413
2
HNWI
35.2%
231
3
Charitable
1.4%
9
4
Pooled Investment Vehicles
0.3%
2
5
Corporations
0.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of March 31, 2026
Discretionary85.3%
$868M
85% of total RAUM85.3%
Non-discretionary14.7%
$150M
15% of total RAUM14.7%
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$1.0B
Total Accounts1,924
10Y AUM Change+$547M (+116.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee44:1
10Y Employee Change+5 (+50.0%)
* 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.