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MG&A WEALTH

PLANTATION, FL · CRD 284866 · IAPD ↗ · meggreen.com · 954-289-9000

$1.02BRegulatory AUM
6Advisory reps
15Employees
0Clients
26-50Planning clients
1Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
October 2026 — MG&A WEALTH added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
April 2026 — MG&A WEALTH changed its website from mgawealth.com to meggreen.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
85
April 2026 — MG&A WEALTH crossed $1B in regulatory AUM ($801.7M -> $1.02B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
73
December 2025 — MG&A WEALTH now reports 1 private fund(s) ($11.6M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
53
July 2024 — MG&A WEALTH added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
April 2024 — MG&A WEALTH changed its website from meggreen.com to mgawealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

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