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| MFA Wealth Advisors LLC
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| |
|---|---|
| CRD # | 171984 |
| SEC # | 801-79952 |
| CIK # | 0001688184, 0016881840 |
| AUM | $479.3 MM (2024-05-01) |
| Employees | 14 (64% Investors, 0% Brokers) |
| Phone | 412-343-8700 |
| Address | 650 Washington Road Pittsburgh, PA 15228 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 10.7 | |
| IAU | 6.7 | ||
| AMZN | 1,092,997.8 | 5.2 | |
| XOM | 385,508.3 | 4.8 | |
| TJX | 67,345.6 | 4.3 | |
| KLAC | 49,261.0 | 4.3 | |
| V | 419,260.5 | 4.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 479 | 125.2 |
| (b) Individuals (high net worth individuals) | 117 | 316.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 15.2 |
| (h) Charitable organizations | 0 | 22.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,214 | 479.3 |
| By Discretionary | ||
| Discretionary | 2,204 | 479.1 |
| Non-Discretionary | 10 | 0.3 |
| Total | 2,214 | 479.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 478.1 | |
| Total | 2,214 | 479.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001688184] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Atwater Malick LLC
✚
|
PA | 0.5 |
|
Leverty Financial Group LLC
✚
|
WI | 0.5 |
|
Affinity Capital Advisors LLC
✚
|
CA | 0.5 |
|
Wealth Preservation Advisors LLC
✚
|
TN | 0.5 |
|
Family Office Research LLC
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|
MD | 0.5 |
|
Clarity Wealth Advisors LLC
✚
|
CA | 0.5 |
|
The Moorings Group LLC
✚
|
GA | 0.5 |
|
Kitching Partners LLC
✚
|
PA | 0.5 |
|
Rockline Wealth Management LLC
✚
|
NY | 0.5 |
|
Augustine Asset Management Inc
✚
|
FL | 0.5 |