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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| MLG Wealth Management Inc
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|---|---|
| CRD # | 308193 |
| SEC # | 801-118868 |
| CIK # | |
| AUM | $1.2 B (2025-02-12) |
| Employees | 21 (62% Investors, 0% Brokers) |
| Phone | 651-714-0323 |
| Address | 796 Bielenberg Dr Woodbury, MN 55125 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 937 | 418.9 |
| (b) Individuals (high net worth individuals) | 381 | 829.1 |
| (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 | 4,081 | 1,247.9 |
| By Discretionary | ||
| Discretionary | 4,081 | 1,247.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,081 | 1,247.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,247.9 | |
| Total | 4,081 | 1,247.9 |
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|---|---|---|
|
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OK | 1.3 |
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|
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|
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Martel Wealth Advisors Inc
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|
Wright Investors Service Inc
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|
Balefire LLC
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TX | 1.2 |
|
Acorn Financial Advisory Services Inc
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VA | 1.2 |
|
Apriem Advisors
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|
CA | 1.2 |
|
Level Four Capital Management
✚
|
TX | 1.2 |