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MFT WEALTH MANAGEMENT

· CRD 339361 · IAPD ↗ · 617-800-7922

$30.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — MFT WEALTH MANAGEMENT reported RAUM down 78% ($136.3M -> $30.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
70
May 2026 — MFT WEALTH MANAGEMENT's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
42
February 2026 — MFT WEALTH MANAGEMENT notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
January 2026 — MFT WEALTH MANAGEMENT (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 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.