|
⚲
|
| MFT Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 339361 |
| SEC # | 801-134851 |
| CIK # | |
| AUM | $136.3 M (2026-03-31) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 617-800-7922 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 12 | 130.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 6.3 |
| (n) Other | 0 | 0.0 |
| Total | 31 | 136.3 |
| By Discretionary | ||
| Discretionary | 31 | 136.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 31 | 136.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.3 | |
| Total | 31 | 136.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Coordinated Capital Securities Inc
✚
|
WI | 0.1 |
|
Norton Capital Management Inc
✚
|
VA | 0.1 |
|
Vanweelden Wealth Management LLC
✚
|
OH | 0.1 |
|
Bridgelight Capital LLC
✚
|
AZ | 0.1 |
|
Waypoint Strategic Advisors LLC
✚
|
SC | 0.1 |
|
Strategic Portfolio Solutions LLC
✚
|
TX | 0.1 |
|
Fithian LLC
✚
|
NY | 0.1 |
|
Capitol Family Office Inc
✚
|
OR | 0.1 |
|
Landmark Wealth Advisors LLC
✚
|
UT | 0.1 |
|
1N Capital LLC
✚
|
0.1 |