Md Wealth Advisors Inc.

Md Wealth Advisors Inc. (CRD# 304595) is a financial advisory firm headquartered in Cranford, NJ. They manage $63,962,596 in 292 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
20 Commerce Drive, Suite 135, Cranford, NJ 07016
https://www.mdwealthinc.com
By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    292
    ACCOUNTS
  • Average Account Value
    $219,050
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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.

NJ, NY, TX

Financial Advisors at Md Wealth Advisors Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Mohit Desai, financial advisor Cranford NJ
Mohit Desai
CRD#: 5744579
20 Commerce Drive, Suite 135, Cranford, NJ 07016

Mohit Desai (CRD# 5744579) is an Investment Advisor Representative working at Md Wealth Advisors Inc. in Cranford, NJ and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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