MD Wealth Advisors Inc

RIASEC RegisteredEst. 2026

Total AUM

$105M

Discretionary

$105M

100% of AUM

Avg account

$266K

Accounts

396

Employees

Advisory reps

Firm details

Headquarters: Cranford, New Jersey
CRD number: 304595
Registered since: April 24, 2026
Website: www.mdwealthinc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI75.92%
Individuals10.72%
Corporations / Businesses6.53%
Pension & Profit Sharing Plans6.52%
Charitable Organizations0.3%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

MD Wealth Advisors Inc. is an independent, individually owned registered investment adviser organized as a corporation and registered with the SEC in 2026. The firm serves both individual and family clients as well as some institutional accounts. Its advisory work centers on financial planning and portfolio management for individuals and small businesses; it also lists accounting among its business activities. The firm uses a mix of fee arrangements (percentage of AUM, hourly and fixed fees) and commissions. MD Wealth Advisors does not identify itself as a capital allocator, does not position as an ESG investor, and is not flagged as a multi-state adviser.