MFA Wealth Advisors, LLC
Firm details
- Headquarters
- Pittsburgh, Pennsylvania
- CRD number
- 171984
- Registered since
- June 25, 2014
- Website
- mfa-wealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI71.59%
- Individuals28.16%
- Charitable Organizations0.24%
- Pension & Profit Sharing Plans0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
MFA Wealth Advisors, LLC is an independent, fee-based RIA organized as an LLC that focuses on individual and family clients. The firm is SEC-registered (registration year 2014) and offers financial planning, portfolio management for individuals and small businesses, and manager selection services. Compensation mixes percentage-of-AUM and fixed fees. MFA acts as a capital allocator, deploys third-party managers for certain strategies, and identifies itself as an active ESG investor. The firm was named among Top RIA Firms by FA Magazine in 2020.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds71%
- Exchange Traded Equities19%
- Cash & Cash Equivalents10%
Owners & executives
3 of 4
David Reichert
Chief Compliance OfficerCRD 5967692
Megan Petruska
Vice President and Chief Operating OfficerCRD 5041200
Christopher Mcmahon
President and Chief Executive OfficerCRD 1637681
Contacts
3 of 5
Mark Kasimirsky
Principal AdvisorCRD 5742812
Gregory Dukes
Vice President Client EngagementCRD 4441372
Nathan Fulkman
Financial AdvisorCRD 6233195
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$576M in ETFs
85%
$492M
15%
$84.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGIB) | BlackRock | Passive | Corporate Bond | $51.5M | 1,022,700 | 8.94% |
Location
Pittsburgh, PA
Allegheny
Location
Pittsburgh, PA
Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 650 Washington Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Hapanowicz Financial
RIAPittsburgh, PA
Continuim Equity Partners, LP
RIAPittsburgh, PA
Quattro Advisors L.L.C.
RIAPittsburgh, PA
Milestone Asset Management, LLC
RIAPittsburgh, PA
Venator Management LLC
RIAPittsburgh, PA
Allegheny Investments
RIAPittsburgh, PA