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| MFA Wealth Services
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|---|---|
| CRD # | 169013 |
| SEC # | 801-108548 |
| CIK # | 0001989379 |
| AUM | 293.1 M (2026-01-16) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 833-496-5474 |
| Address | 100 E Thousand Oaks Blvd Thousand Oaks, CA 91360 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.7 | ||
| Amgen Inc | 2.3 | ||
| Microsoft Corp | 2.0 | ||
| SPDR Gold Trust | 1.8 | ||
| Wal Mart Stores Inc | 1.4 | ||
| Lilly Eli & Co | 1.4 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.3 | ||
| Wells Fargo & Co/MN | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 215 | 238.5 |
| (b) Individuals (high net worth individuals) | 9 | 54.6 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 706 | 293.1 |
| By Discretionary | ||
| Discretionary | 603 | 292.4 |
| Non-Discretionary | 103 | 0.6 |
| Total | 706 | 293.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 293.1 | |
| Total | 706 | 293.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001989379] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Alpha Capital Family Office LLC
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CO | 295.9 M |
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Trace Wealth Advisors LLC
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295.0 M | |
|
Christensen King & Associates Investment Services Inc
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|
WA | 294.3 M |
|
Baugh & Associates LLC
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|
GA | 294.2 M |
|
Enright Mollin Cascio & Ramusevic Inc
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|
NY | 293.5 M |
|
Sempolinski William John
✚
|
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|
Long Island Wealth Management Inc
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|
NY | 291.7 M |
|
Dudley Capital Management LLC
✚
|
VA | 291.7 M |
|
TPG Advisors LLC
✚
|
IL | 291.5 M |
|
Avalon Advisory Group LLC
✚
|
PA | 290.3 M |