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| Keyboard |
| MLG Wealth Management Inc
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|---|---|
| CRD # | 308193 |
| SEC # | 801-118868 |
| CIK # | |
| AUM | 1,491.3 M (2026-05-19) |
| Employees | 24 (58% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 651-714-0323 |
| Address | 796 Bielenberg Dr Woodbury, MN 55125-1412 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 898 | 379.6 |
| (b) Individuals (high net worth individuals) | 506 | 1,111.8 |
| (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 | 4,270 | 1,491.3 |
| By Discretionary | ||
| Discretionary | 4,270 | 1,491.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,270 | 1,491.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,491.3 | |
| Total | 4,270 | 1,491.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Triune Financial Partners LLC
✚
|
KS | 1,521.9 M |
|
Compak Asset Management
✚
|
CA | 1,516.9 M |
|
Goehring & Rozencwajg Associates LLC
✚
|
NY | 1,514.6 M |
|
Retirement Investment Advisors Inc
✚
|
OK | 1,489.8 M |
|
Archford Capital Strategies LLC
✚
|
IL | 1,489.1 M |
|
Allied Investment Advisors LLC
✚
|
MT | 1,488.0 M |
|
Apriem Advisors
✚
|
CA | 1,486.4 M |
|
Flexible Plan Investments Ltd
✚
|
MI | 1,484.1 M |
|
Hottinger & Co Limited
✚
|
1,472.3 M | |
|
Horan Wealth LLC
✚
|
OH | 1,470.0 M |