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 registered investment adviser formed in 2014 and organized as an LLC. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and manager selection services. It operates as a capital allocator, sourcing third‑party managers and funds as part of its offering, and charges clients using a mix of percentage‑of‑assets and fixed fees. MFA Wealth Advisors identifies as an active ESG investor and was listed among FA Magazine’s Top RIA Firms 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
Megan Petruska
Vice President and Chief Operating OfficerCRD 5041200
William McMahon
Chief Equity StrategistCRD 6110998
David Reichert
Chief Compliance OfficerCRD 5967692
Contacts
3 of 5
Mark Kasimirsky
Principal AdvisorCRD 5742812
Jack Mcmahon
Investment Adviser RepresentativeCRD 6345536
Sonny DeMasi
Client Service AssociateCRD 8229812
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$541M in ETFs
85%
$457M
16%
$83.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGIB) | BlackRock | Passive | Corporate Bond | $54.2M | 1,018,889 | 10.01% |
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
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