Key facts
- MGB WEALTH MANAGEMENT, LLC is a other based in ADDISON, TX.
- MGB WEALTH MANAGEMENT, LLC reports $5.0M in regulatory assets under management, per its SEC Form ADV (2025-03).
Registered with the SEC
Form ADV · 2025-03 · CRD 307995- Regulatory AUM
- $5.0M
- Private fund assets
- —
- Private funds
- —
- Staff
- 5
- Registered office
- ADDISON, TX
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
Free account
See the whole book
- ·Watchlist + alerts for MGB WEALTH MANAGEMENT, LLC's activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for MGB WEALTH MANAGEMENT, LLC are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Frequently asked
- What is MGB WEALTH MANAGEMENT, LLC's AUM?
- MGB WEALTH MANAGEMENT, LLC manages approximately $5.0M in assets.