RIA Intel›Advisers›Nevada›MLD INVESTMENT ADVISORY, INC.

MLD INVESTMENT ADVISORY, INC.

Advisory

HENDERSON, NV

Data as of Feb 16, 2026 · Source: SEC Form ADV

Average account

$588K

across 32 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 16, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients12

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNV

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

12 clients

12 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 NV

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

RADER WEALTH MANAGEMENT LLC

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COGWHEEL WEALTH MANAGEMENT, LLC

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$18M

SG RETIREMENT PLANNING LLC

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SIERRA NEVADA WEALTH MANAGEMENT, LLC

$21M

WHITE ASPEN CAPITAL LLC

$16M

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