MDS Wealth Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 171755
- Website
- mdswealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.83%
- Individuals16.17%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
MDS Wealth Advisors, LLC is a small, privately owned LLC that provides fee-based portfolio management and related advisory services to both individual/family and institutional clients. The firm charges a percentage-of-assets fee and lists portfolio management for individuals and small businesses among its advisory activities; it also produces periodic written materials for clients or the public. MDS is not positioned as an ESG-focused adviser, does not operate as a multi-state or pension consultant, and is not identified as a capital allocator or related adviser.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds87%
- Exchange Traded Equities8%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Matthew Sauer
President and Chief Investment OfficerCRD 4956859
Contacts
1 of 1Matthew Cowie
Vice PresidentCRD 6456539
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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