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MGB WEALTH MANAGEMENT, LLC

ADDISON, TX · CRD 307995 · IAPD ↗ · mgbwealth.com · 469-965-4001

$421.9MRegulatory AUM
2Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — MGB WEALTH MANAGEMENT, LLC (ADDISON, TX) left the SEC roster (was $421.9M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
65
April 2025 — MGB WEALTH MANAGEMENT, LLC reported RAUM up 36% ($310.5M -> $421.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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