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| MFA Wealth Advisors LLC
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|---|---|
| CRD # | 171984 |
| SEC # | 801-79952 |
| CIK # | 0001688184, 0016881840 |
| AUM | 605.4 M (2026-04-16) |
| Employees | 13 (54% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 | 11.9 | |
| Nvidia Corp | 10.0 | |
| Apple Inc | 9.4 | |
| Goldman Sachs Group Inc | 9.1 | |
| Palo Alto Networks Inc | 8.0 | |
| Facebook Inc | 6.3 | |
| Constellation Energy Corp | 5.9 | |
| Alphabet Inc | 5.9 | |
| Microsoft Corp | 5.7 | |
| Boeing Co | 4.9 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 664 | 170.5 |
| (b) Individuals (high net worth individuals) | 137 | 433.4 |
| (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 | 0.1 |
| (h) Charitable organizations | 0 | 1.4 |
| (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 | 2,033 | 605.4 |
| By Discretionary | ||
| Discretionary | 1,942 | 602.4 |
| Non-Discretionary | 91 | 3.0 |
| Total | 2,033 | 605.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 604.2 | |
| Total | 2,033 | 605.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001688184] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Gradient Securities LLC
✚
|
MN | 607.9 M |
|
The Enterprise Investment Company
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MI | 607.1 M |
|
Cogentblue Wealth Advisors LLC
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TN | 606.0 M |
|
Prostatis Group LLC
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|
MD | 605.4 M |
|
TLWM LLC
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|
TX | 605.4 M |
|
Atlas Brown Inc
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|
KY | 605.2 M |
|
Fairvoy Private Wealth LLC
✚
|
AL | 605.1 M |
|
Destiny Family Office
✚
|
FL | 605.1 M |
|
Tucker Asset Management LLC
✚
|
CO | 603.6 M |
|
Avaii Wealth Management LLC
✚
|
WI | 602.8 M |