MG&A WEALTH

Legal name: MEG GREEN & ASSOCIATES, INC.

CRD 284866File 801-108236

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.02B

Above cohort median (national)

Discretionary AUM

$868.4M

Non-discretionary $149.5M

Clients

657

1,924 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.