Overview
Assets Under Management: $293 million
Headquarters: THOUSAND OAKS, CA
High-Net-Worth Clients: 9
Average Client Assets: $6.1 million
Frequently Asked Questions
MFA WEALTH SERVICES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #169013), MFA WEALTH SERVICES is subject to fiduciary duty under federal law.
MFA WEALTH SERVICES is headquartered in THOUSAND OAKS, CA.
MFA WEALTH SERVICES serves 9 high-net-worth clients according to their SEC filing dated January 16, 2026. View client details ↓
According to their SEC Form ADV, MFA WEALTH SERVICES offers financial planning and portfolio management for individuals. View all service details ↓
MFA WEALTH SERVICES manages $293 million in client assets according to their SEC filing dated January 16, 2026.
According to their SEC Form ADV, MFA WEALTH SERVICES serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 18.63%
Average Client Assets: $6.1 million
Total Client Accounts: 706
Discretionary Accounts: 603
Non-Discretionary Accounts: 103
Regulatory Filings
CRD Number: 169013
Filing ID: 2040547
Last Filing Date: 2026-01-16 13:01:37