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MG&A WEALTH
Legal name: MEG GREEN & ASSOCIATES, INC.
CRD 284866File 801-108236
APPROVED
Retail clients
Filing as of Sep 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.02B
Above cohort median (national)
Discretionary AUM
$868.4M
Non-discretionary $149.5M
Clients
657
1,924 accounts
Employees
15
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Aug 8, 2016
- Principal office
- 8151 PETERS ROAD, SUITE 3200, PLANTATION, FL, 33324
- Phone
- 954-289-9000
- Website
- HTTP://WWW.MEGGREEN.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.02B
- Discretionary AUM
- $868.4M
- Non-discretionary AUM
- $149.5M
- Discretionary accounts
- 1,380
- Non-discretionary accounts
- 544
- Total accounts
- 1,924
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $10.6M |
| Charitable organizations | 9 | $605K |
| High net worth individuals | 231 | $833.7M |
| Pooled investment vehicles | 2 | $47.1M |
| Individuals (other than high net worth individuals) | 413 | $125.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SUB-ADVISORY FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 12 | 15 | increased by3 |
| Apr 1, 2026 | Clients | 662 | 657 | decreased by5 |
| Apr 1, 2026 | AUM | $801,711,866 | $1,017,902,995 | increased by$216,191,129 |
| Apr 1, 2026 | Accounts | 1,521 | 1,924 | increased by403 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 660 | 662 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $821,377,447 | $801,711,866 | decreased by$19,665,581 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,452 | 1,521 | increased by69 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 12 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 669 | 660 | decreased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $759,668,199 | $821,377,447 | increased by$61,709,248 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,104 | 1,452 | increased by348 |
| Apr 1, 2022 | Clients | 813 | 669 | decreased by144 |
| Apr 1, 2022 | AUM | $761,201,850 | $759,668,199 | decreased by$1,533,651 |
| Apr 1, 2022 | Accounts | 1,245 | 1,104 | decreased by141 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MG WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MG WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.