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MD WEALTH ADVISORS INC
CRD 304595File 801-135977
APPROVED
Retail clients
Filing as of Apr 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$105.2M
Bottom 25% of cohort (national)
Discretionary AUM
$105.2M
Clients
184
396 accounts
Employees
1
Bottom 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 24, 2026
- Principal office
- 20 COMMERCE DRIVE, SUITE 135, CRANFORD, NJ, 07016
- Phone
- 908-440-0811
- Website
- https://www.mdwealthinc.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $105.2M
- Discretionary AUM
- $105.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 396
- Non-discretionary accounts
- 0
- Total accounts
- 396
- AUM per client
- $572K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $6.9M |
| Charitable organizations | Fewer than 5 | $319K |
| High net worth individuals | 81 | $79.9M |
| Pension and profit sharing plans | 7 | $6.9M |
| Individuals (other than high net worth individuals) | 82 | $11.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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 |
|---|---|---|---|
| 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.