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MFG PRIVATE WEALTH

CANONSBURG, PA · CRD 334574 · IAPD ↗ · mfgplanners.com · 412-3412-888

$145.5MRegulatory AUM
4Advisory reps
4Employees
0Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2026 — MFG PRIVATE WEALTH reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
April 2025 — MFG PRIVATE WEALTH (CANONSBURG, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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