Mavs Wealth Management Group, LLC
Firm details
- Headquarters
- St Petersburg, Florida
- CRD number
- 337364
- Registered since
- July 21, 2025
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mavs Wealth Management Group, LLC is an owner-operated, SEC-registered advisory firm that provides financial planning and portfolio management for individuals and small businesses. The firm registered with the SEC in 2025 and is structured as a limited liability company with an individual owner. Its service model combines ongoing asset-based fees with hourly billing for certain work. Mavs does not describe itself as an ESG investor, is not a multi-state adviser, and is not classified into a standard industry category in the available data. It does not identify 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
Contacts
1 of 1Jesse Anastase
Insurance AgentCRD 7461034
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
St Petersburg, FL
Pinellas
Location
St Petersburg, FL
Headquartered in St Petersburg, FL, in the South of the United States.
- Region
- South
- County
- Pinellas
- Address
- 7901 4th St N
- Time zone
- ET (UTC-5)
- Office locations
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