M&A Wealth
Firm details
- Headquarters
- ,
- CRD number
- 299284
- Website
- mandawealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI56.77%
- Individuals33.31%
- Pooled Investment Vehicles5.49%
- Corporations / Businesses4.43%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
M&A Wealth is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional relationships. Its advisory services span financial planning, portfolio management for individuals, small businesses, institutions and pooled vehicles, plus educational seminars and workshops. The firm also conducts insurance brokerage and accounting activities and has roles as a sponsor, general partner or managing member of pooled investment vehicles. Fee arrangements are flexible and include AUM-based fees alongside hourly, fixed-fee and performance-based structures. M&A Wealth does not identify as an active ESG investor and is not characterized as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents40%
- Exchange Traded Equities35%
- Investment Grade Corp Bonds16%
- Public Funds/Mutual Funds8%
- Private Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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