MFG PRIVATE WEALTH

Legal name: THE MUSUNEGGI FINANCIAL GROUP, LLC

CRD 334574File 801-132243

APPROVED

Retail clients

Filing as of Aug 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$145.5M

Bottom 25% of cohort (national)

Discretionary AUM

$145.5M

Clients

795

795 accounts

Employees

Bottom 25% of cohort in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Mar 24, 2025
Principal office: 4600 J BARRY COURT, SUITE 410, CANONSBURG, PA, 15317
Phone: 412-3412-888
Website: https://mfgplanners.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $145.5M
Discretionary AUM: $145.5M
Non-discretionary AUM: $0
Discretionary accounts: 795
Non-discretionary accounts: 0
Total accounts: 795
AUM per client: $183K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$59K
Charitable organizations	Fewer than 5	$2.7M
High net worth individuals	129	$87.4M
Pension and profit sharing plans	13	$19.4M
Individuals (other than high net worth individuals)	648	$35.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
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.