Overview
Assets Under Management: $131 million
Headquarters: INDIANAPOLIS, IN
High-Net-Worth Clients: 29
Average Client Assets: $2.1 million
Frequently Asked Questions
MFG WEALTH MANAGEMENT, INC. 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 #125963), MFG WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
MFG WEALTH MANAGEMENT, INC. is headquartered in INDIANAPOLIS, IN.
MFG WEALTH MANAGEMENT, INC. serves 29 high-net-worth clients according to their SEC filing dated March 16, 2026. View client details ↓
According to their SEC Form ADV, MFG WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
MFG WEALTH MANAGEMENT, INC. manages $131 million in client assets according to their SEC filing dated March 16, 2026.
According to their SEC Form ADV, MFG WEALTH MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.07%
Average Client Assets: $2.1 million
Total Client Accounts: 875
Discretionary Accounts: 875
Regulatory Filings
CRD Number: 125963
Filing ID: 2044151
Last Filing Date: 2026-03-16 13:32:01