Mgfs Private Wealth, LLC

RIASEC RegisteredEst. 2026

Total AUM

$117M

Discretionary

0% of AUM

Avg account

$213K

Accounts

549

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 332823
Registered since: April 23, 2026
Website: mgfsprivatewealth.com
Custodians: ASSETMARK TRUST CO.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI65.25%
Individuals34.75%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Mgfs Private Wealth, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2026. The firm serves individual and family clients and positions itself as a capital allocator, selecting third-party managers in addition to managing client portfolios. Its fee model combines a percentage-of-AUM schedule with the ability to charge fixed fees. Beyond its RIA activities, Mgfs Private Wealth operates as a registered representative of a broker-dealer and as an insurance broker, which aligns with its use of annuity products. Advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.