# MD Wealth Advisors Inc

> MD Wealth Advisors Inc is an SEC-registered investment advisory firm in Cranford, NJ, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 8, 2026.

- CRD: 304595
- Filed as: MD WEALTH ADVISORS INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cranford, NJ
- Filing period: October 2026
- Form ADV filing dated: April 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304595
- AdvisorCensus page: https://advisorcensus.com/firm/md-wealth-advisors-inc-cranford-nj-304595

## Quick answers

**How is MD Wealth Advisors Inc compensated?**
On its Form ADV (Item 5.E, October 2026), MD Wealth Advisors Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.

**Where is MD Wealth Advisors Inc located?**
MD Wealth Advisors Inc's principal office is in Cranford, NJ, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is MD Wealth Advisors Inc registered with the SEC or a state?**
MD Wealth Advisors Inc is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 304595.

**How much does MD Wealth Advisors Inc manage?**
MD Wealth Advisors Inc reports $105,204,224 in regulatory assets under management in its Form ADV filing dated April 8, 2026 (100% discretionary).

**What types of clients does MD Wealth Advisors Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (82); high net worth individuals (81); corporations or other businesses not listed above (13).

**Which custodians does MD Wealth Advisors Inc use?**
MD Wealth Advisors Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does MD Wealth Advisors Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304595

**Does MD Wealth Advisors Inc state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "MD Wealth does not have a minimum account requirement."

**What changed in MD Wealth Advisors Inc's recent Form ADV filings?**
In the May 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: None

> MD Wealth does not have a minimum account requirement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $105,204,224
- Discretionary: $105,204,224
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 82 | $11,274,592 |
| High net worth individuals | 81 | $79,875,986 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $6,862,980 |
| Charitable organizations | 1 | $318,976 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 13 | $6,871,690 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Paramus, NJ

### Websites listed on Form ADV (Item 1.I)
- mdwealthinc.com
- LinkedIn @64659138

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MD Wealth Advisors Inc (CRD 304595): Form ADV filing data as of October 2026.