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MFA WEALTH SERVICES

THOUSAND OAKS, CA · CRD 169013 · IAPD ↗ · mfaws.com · 833-496-5474

$310.0MRegulatory AUM
3Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
August 2026 — MFA WEALTH SERVICES now reports custody of client assets ($584.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
February 2026 — MFA WEALTH SERVICES notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2024 — MFA WEALTH SERVICES added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.