Mgo Wealth Advisors, LLC

Mgo Wealth Advisors, LLC (CRD# 283909) is a financial advisory firm headquartered in Newport Beach, CA. They manage $106,292,426 in 106 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    106
    ACCOUNTS
  • Average Account Value
    $1,002,759
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Mgo Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Todd E. Lunsford
CRD#: 4630375
4675 Macarthur Court, Suite 600, Newport Beach, CA 92660
93
Wealthminder
score

Todd Lunsford (CRD# 4630375) is an Investment Advisor Representative working at Mgo Wealth Advisors, LLC in Newport Beach, CA and has over 14 years of experience in the finance industry.

2
Daniel J. Shainberg
CRD#: 4688321
2029 Century Park East, Suite 3500, Los Angeles, CA 90067
87
Wealthminder
score

Daniel Shainberg (CRD# 4688321) is an Investment Advisor Representative working at Mgo Wealth Advisors, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

3
Roberto Roman
CRD#: 4609381
4675 Macarthur Court, Suite 600, Newport Beach, CA 92660
83
Wealthminder
score

Roberto Roman (CRD# 4609381) is an Investment Advisor Representative working at Mgo Wealth Advisors, LLC in Newport Beach, CA and has over 12 years of experience in the finance industry.

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