Overview
Assets Under Management: $136 million
High-Net-Worth Clients: 12
Average Client Assets: $10.8 million
Frequently Asked Questions
MFT WEALTH MANAGEMENT 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 #339361), MFT WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
MFT WEALTH MANAGEMENT serves 12 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, MFT WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
MFT WEALTH MANAGEMENT manages $136 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, MFT WEALTH MANAGEMENT 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
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.34%
Average Client Assets: $10.8 million
Total Client Accounts: 31
Discretionary Accounts: 31
Regulatory Filings
CRD Number: 339361
Filing ID: 2090376
Last Filing Date: 2026-03-31 22:18:31