Overview
Assets Under Management: $146 million
Headquarters: CANONSBURG, PA
High-Net-Worth Clients: 129
Average Client Assets: $0.7 million
Frequently Asked Questions
MFG PRIVATE WEALTH 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 #334574), MFG PRIVATE WEALTH is subject to fiduciary duty under federal law.
MFG PRIVATE WEALTH is headquartered in CANONSBURG, PA.
MFG PRIVATE WEALTH serves 129 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, MFG PRIVATE WEALTH offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
MFG PRIVATE WEALTH manages $146 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, MFG PRIVATE WEALTH serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 129
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.08%
Average Client Assets: $0.7 million
Total Client Accounts: 795
Discretionary Accounts: 795
Regulatory Filings
CRD Number: 334574
Filing ID: 2079454
Last Filing Date: 2026-03-23 11:25:10