# Happyrich Capital

> Happyrich Capital is a state-registered investment advisory firm, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 9, 2026.

- CRD: 305410
- Filed as: HAPPYRICH CAPITAL
- Legal name: MFA Wealth Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: June 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305410
- AdvisorCensus page: https://advisorcensus.com/firm/happyrich-capital-305410

## Quick answers

**How is Happyrich Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Happyrich Capital reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Happyrich Capital registered with the SEC or a state?**
Happyrich Capital is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 305410.

**How much does Happyrich Capital manage?**
Happyrich Capital reports $61,090,298 in regulatory assets under management in its Form ADV filing dated June 9, 2026 (88% discretionary).

**What types of clients does Happyrich Capital serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (29); individuals (other than high net worth individuals) (26).

**Does Happyrich Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/305410

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $61,090,298
- Discretionary: $53,485,453
- Non-discretionary: $7,604,845

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $9,937,255 |
| High net worth individuals | 29 | $51,153,043 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- livehappyrich.com
- LinkedIn @happyrich-capital
- YouTube @livehappyrich

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Happyrich Capital (CRD 305410): Form ADV filing data as of October 2026.