Overview
Assets Under Management: $117 million
High-Net-Worth Clients: 48
Average Client Assets: $1.6 million
Frequently Asked Questions
MGFS PRIVATE WEALTH, LLC 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 #332823), MGFS PRIVATE WEALTH, LLC is subject to fiduciary duty under federal law.
MGFS PRIVATE WEALTH, LLC serves 48 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, MGFS PRIVATE WEALTH, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
MGFS PRIVATE WEALTH, LLC manages $117 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, MGFS PRIVATE WEALTH, LLC 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: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.25%
Average Client Assets: $1.6 million
Total Client Accounts: 549
Non-Discretionary Accounts: 549
Regulatory Filings
CRD Number: 332823
Filing ID: 2079832
Last Filing Date: 2026-03-23 14:05:38