Mg&A Wealth
Plantation, FL·SEC-registered · CRD #284866
Mg&A Wealth is an SEC-registered investment advisory firm in Plantation, FL managing $1.0B across 2.5k client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.0B
Client accounts
2.5k
Advisory staff
6
Fee model
Fee-based
How Mg&A Wealth is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Mg&A Wealth
How much does Mg&A Wealth manage?
Per its most recent SEC Form ADV filing (03/31/2026), Mg&A Wealth reports $1.0B in regulatory assets under management across roughly 2.5k client accounts.
How does Mg&A Wealth charge?
Mg&A Wealth is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Mg&A Wealth a fiduciary?
Yes. Mg&A Wealth is registered with the U.S. Securities and Exchange Commission (CRD #284866), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Mg&A Wealth taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Mg&A Wealth and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Plantation, FL
Profile compiled from Mg&A Wealth's public SEC Form ADV filing (CRD #284866, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Mg&A Wealth. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Mg&A Wealth? Claim this profile.