# Magister Wealth

> Magister Wealth is a state-registered investment advisory firm, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 170829
- Filed as: MAGISTER WEALTH
- Legal name: Magister Wealth Group LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170829
- AdvisorCensus page: https://advisorcensus.com/firm/magister-wealth-170829

## Quick answers

**How is Magister Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Magister Wealth 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 Magister Wealth registered with the SEC or a state?**
Magister Wealth is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170829.

**How much does Magister Wealth manage?**
Magister Wealth reports $23,455,809 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**What types of clients does Magister Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (17); individuals (other than high net worth individuals) (4).

**Does Magister Wealth 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/170829

## 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: $23,455,809
- Discretionary: $23,455,809
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $2,334,250 |
| High net worth individuals | 17 | $21,121,559 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- magisterwealth.com
- LinkedIn @magister-wealth
- LinkedIn @davewnash

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Magister Wealth (CRD 170829): Form ADV filing data as of October 2026.