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| MFG Wealth Management Inc
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|---|---|
| CRD # | 125963 |
| SEC # | 801-132898 |
| CIK # | 0002053046 |
| AUM | 138.9 M (2026-05-14) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 317-780-1006 |
| Address | 6920 South East St Indianapolis, IN 46227 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| International Business Machines Corp | 4.3 | ||
| Rocket Companies Inc | 3.7 | ||
| Corning Inc /NY | 3.6 | ||
| Lilly Eli & Co | 3.6 | ||
| Amazon Com Inc | 3.5 | ||
| Social Capital Hedosophia Holdings Corp V | 3.4 | ||
| United Parcel Service Inc | 3.4 | ||
| Microsoft Corp | 3.2 | ||
| Carrier Global Corp | 3.1 | ||
| Denali Holding Inc | 3.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 294 | 63.5 |
| (b) Individuals (high net worth individuals) | 34 | 75.4 |
| (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 | 889 | 138.9 |
| By Discretionary | ||
| Discretionary | 889 | 138.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 889 | 138.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 138.9 | |
| Total | 889 | 138.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002053046] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Legacy Financial Advisors II LLC
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139.2 M | |
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Benold Financial Planning Inc
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Stonebriar Wealth LLC
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UT | 139.0 M |
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Gunder Wealth Management LLC
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Brooktree Capital Management Inc
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MI | 138.9 M |
|
Advantage Investing Inc
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Blair Hall Advisors LLC
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138.8 M | |
|
Saratoga Capital Management LLC
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AZ | 138.8 M |
|
Wynwood Capital LLC
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|
Investment & Retirement Advisors LLC
✚
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TN | 138.6 M |