MLG Wealth Management Inc

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Assets, Funds, Holdings

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MLG Wealth Management Inc
CRD #308193
SEC #801-118868
CIK #
AUM $1.0 BB (2024-03-04)
Employees 20 (40% Investors, 0% Brokers)
Phone651-714-0323
Address635 Bielenberg Dr Suite 210
Woodbury, MN 55125
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
110088066044022002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 935 354.5
(b) Individuals (high net worth individuals) 253 672.7
(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 3,984 1,027.1
By Discretionary
Discretionary 3,984 1,027.1
Non-Discretionary 0 0.0
Total 3,984 1,027.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,027.1
Total 3,984 1,027.1
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Vision Capital Management Inc
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Association Financial Services Inc
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Great Waters Wealth Management
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Journey Advisory Group LLC
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Greenrock Research Inc
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Level Four Capital Management
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