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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| MFA Wealth Advisors LLC
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|---|---|
| CRD # | 171984 |
| SEC # | 801-79952 |
| CIK # | 0001688184, 0016881840 |
| AUM | $529.1 M (2025-04-18) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 412-343-8700 |
| Address | 650 Washington Road Pittsburgh, PA 15228 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| American Express Co | 8.4 | |
| iShares Comex Gold Trust | 8.3 | |
| Nvidia Corp | 8.0 | |
| Apple Inc | 6.9 | |
| Constellation Energy Corp | 6.4 | |
| Goldman Sachs Group Inc | 6.1 | |
| CrowdStrike Holdings Inc | 5.6 | |
| Microsoft Corp | 5.5 | |
| Exxon Mobil Corp | 4.2 | |
| Alphabet Inc | 3.8 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 680 | 144.9 |
| (b) Individuals (high net worth individuals) | 131 | 374.2 |
| (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 | 0 | 6.2 |
| (h) Charitable organizations | 0 | 3.7 |
| (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 | 2,045 | 529.1 |
| By Discretionary | ||
| Discretionary | 2,039 | 528.7 |
| Non-Discretionary | 6 | 0.3 |
| Total | 2,045 | 529.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 528.1 | |
| Total | 2,045 | 529.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001688184] |
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|---|---|---|
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PA | 0.5 |