RIA Intel›Advisers›Texas›MGB WEALTH MANAGEMENT, LLC

MGB WEALTH MANAGEMENT, LLC

Advisory

N·ADDISON, TX

Data as of Jul 26, 2024 · Source: SEC Form ADV

Total AUM

$422M

1-Year AUM Growth

+20.4%

3-Year CAGR

+10.7%

Employees

2

Assets Under Management

Total AUM$422M

Discretionary AUM$341M

Non-Discretionary AUM$81M

Discretionary %80.7%

Total Clients71

Team

Total Employees2

Investment Advisers5

Employee Growth (1Y)+100.0%

Filing History

Total Filings on Record8

First FilingMar 6, 2020

Latest FilingJul 26, 2024

🔒 Full AUM trend chart and 8 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MGB WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.