MFT Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 339361
- Registered since
- December 1, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI99.02%
- Individuals0.98%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
MFT Wealth Management is an independent, corporation-structured registered investment adviser owned by an individual. The firm is SEC-registered (registration year listed as 2025) and serves primarily individual and family clients. Its advisory services include financial planning and portfolio management for individuals, small businesses, and for business or institutional clients. Compensation is through a mix of percentage-of-AUM fees and fixed fees. MFT does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not position itself as a capital allocator or pension consultant.
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
- Exchange Traded Equities57%
- Cash & Cash Equivalents43%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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