CRANFORD, NJCRD 304595Registration Status: ApprovedEffective since April 24, 2026Latest ADV April 8, 2026
Md Wealth Advisors Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Cranford, NJ. Its latest Form ADV filing, dated April 8, 2026, reports $105M in regulatory assets under management, 1 employee, 1 office, and 396 accounts.
Assets Under Management
$105M
Employees
1
Offices
1 office
Total Clients
184
Primary office
CRANFORD, NJ
20 COMMERCE DRIVE, SUITE 135, CRANFORD, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 44.6% of total clients.
Top client categories% of clientsClients
1
Individuals
44.6%
82
2
HNWI
44.0%
81
3
Corporations
7.1%
13
4
Pension Plans
3.8%
7
5
Charitable
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$105Mas of April 8, 2026
Discretionary100.0%
$105M
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$105M
Total Accounts396
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee184:1
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.