RIA Intel›Advisers›Delaware›MFA WEALTH INC.

MFA WEALTH INC.

Advisory

Data as of Jun 9, 2026 · Source: SEC Form ADV

Average account

$505K

across 121 accounts

AUM per adviser

$15M

4 advisers

Source: SEC Form ADV. Figures as filed Jun 9, 2026.

Total AUM

$61M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$61M

Discretionary AUM$53M

Non-Discretionary AUM$8M

Discretionary %87.6%

Total Clients55

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndMarch

Operates InCA, NJ, NY, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

55 clients

29 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

EMERSON PARTNERS, LLC

$61M

CONTINUUM GLOBAL ASSET MANAGEMENT, LLC

$62M

-41.6% 1Y

FAIR HAVEN CAPITAL LLC

$61M

OPPORTUNITY INVESTMENT GROUP, LLC

$62M

MPA CAPITAL MANAGEMENT LLC

WILMINGTON, DE

$60M

+11.3% 1Y

XSTAR FUND MANAGEMENT LLC

$60M

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