|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| MFG Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 125963 |
| SEC # | 801-132898 |
| CIK # | 0002053046 |
| AUM | $111.8 M (2025-05-21) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 317-780-1006 |
| Address | 6920 South East St Indianapolis, IN 46227 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.6 | ||
| Palantir Technologies Inc | 3.9 | ||
| Oracle Corp | 3.6 | ||
| Palo Alto Networks Inc | 3.4 | ||
| Citigroup Inc | 3.4 | ||
| Uber Technologies Inc | 3.4 | ||
| Amazon Com Inc | 3.2 | ||
| Boeing Co | 3.1 | ||
| KeyCorp /New/ | 3.1 | ||
| General Electric Co | 3.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 317 | 56.2 |
| (b) Individuals (high net worth individuals) | 29 | 55.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 755 | 111.8 |
| By Discretionary | ||
| Discretionary | 755 | 111.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 755 | 111.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 111.8 | |
| Total | 755 | 111.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002053046] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
A Smarter Way to Invest Inc
✚
|
MI | 0.1 |
|
LFG Wealth Partners LLC
✚
|
KY | 0.1 |
|
The Sherry Group Inc
✚
|
AR | 0.1 |
|
Enduring Wealth Advisors LLC
✚
|
CA | 0.1 |
|
Carolina Strategy LLC
✚
|
0.1 | |
|
Main Line Group Wealth Management LLC
✚
|
0.1 | |
|
October Effect Ltd
✚
|
VA | 0.1 |
|
Ralicki & Company PA
✚
|
FL | 0.1 |
|
Purewater Capital LLC
✚
|
TX | 0.1 |
|
Savior LLC
✚
|
MA | 0.1 |