M&a Wealth

M&a Wealth (CRD# 299284) is a financial advisory firm headquartered in , . They manage $6,383,898 in 86 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    86
    ACCOUNTS
  • Average Account Value
    $74,231
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, TX

Financial Advisors at M&a Wealth
Showing 1 - 1 of 1 top financial advisors.
1
Adil N. Mackwani
CRD#: 6694549
Sugar Land, TX

Adil Mackwani (CRD# 6694549) is an Investment Advisor Representative working at M&a Wealth in Sugar Land, TX and has over 7 years of experience in the finance industry.

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