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
M&a Wealth
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts86ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA, TX
Financial Advisors at M&a Wealth
1
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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