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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| MFA Wealth Services
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|---|---|
| CRD # | 169013 |
| SEC # | 801-108548 |
| CIK # | 0001989379 |
| AUM | $248.2 M (2025-01-21) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 833-496-5474 |
| Address | 100 E Thousand Oaks Blvd Thousand Oaks, CA 91360 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 2.5 | ||
| Apple Inc | 2.4 | ||
| Amgen Inc | 1.9 | ||
| Broadcom Inc | 1.3 | ||
| Amazon Com Inc | 1.2 | ||
| J P Morgan Chase & Co | 1.2 | ||
| Nuveen Municipal High Income Opportunity Fund | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 177 | 209.8 |
| (b) Individuals (high net worth individuals) | 5 | 38.4 |
| (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 | 0.0 |
| (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 | 608 | 248.2 |
| By Discretionary | ||
| Discretionary | 570 | 239.8 |
| Non-Discretionary | 38 | 8.4 |
| Total | 608 | 248.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 248.2 | |
| Total | 608 | 248.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001989379] |
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|---|---|---|
|
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✚
|
0.2 | |
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The Fauser Group LLC
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WA | 0.2 |
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Missionpoint Partners LLC
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0.2 | |
|
Guardian Wealth Management Inc
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IL | 0.2 |
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Spraker West Wealth Management Inc
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FL | 0.2 |
|
Wells Financial Advisors Inc
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MA | 0.2 |
|
Full Financial Inc
✚
|
0.2 | |
|
Campbell Capital Management Inc
✚
|
FL | 0.2 |
|
Fearless Solutions LLC
✚
|
TX | 0.2 |
|
Liberty Private Client LLC
✚
|
FL | 0.2 |