# MD Wealth Management, LLC

> MD Wealth Management, LLC is an SEC-registered investment advisory firm in Chelsea, MI, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 297823
- Filed as: MD WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chelsea, MI
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297823
- AdvisorCensus page: https://advisorcensus.com/firm/md-wealth-management-llc-chelsea-mi-297823

## Quick answers

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

**How much does MD Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated February 26, 2026 states: Flat fee: $7,500 a year (investment management and financial planning services); Subscription: $1,875 a quarter (investment management and financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is MD Wealth Management, LLC located?**
MD Wealth Management, LLC's principal office is in Chelsea, MI, according to its Form ADV.

**Is MD Wealth Management, LLC registered with the SEC or a state?**
MD Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 297823.

**How much does MD Wealth Management, LLC manage?**
MD Wealth Management, LLC reports $109,904,649 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (100% discretionary).

**What types of clients does MD Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (44); high net worth individuals (33); charitable organizations (1).

**Which custodians does MD Wealth Management, LLC use?**
MD Wealth Management, LLC'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 Management, LLC 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/297823

**Does MD Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 26, 2026 says: "We provide financial planning and investment management services to individuals and high net-worth individuals. We do not have a minimum account size requirement."

**What changed in MD Wealth Management, LLC's recent Form ADV filings?**
In the January 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 26, 2026)

- Account minimum: None

> We provide financial planning and investment management services to individuals and high net-worth individuals. We do not have a minimum account size requirement.

- Flat fee: $7,500 a year (investment management and financial planning services)

> For clients with less than $750,000 in assets under management, investment management and financial planning services will be provided at a fixed fee of $7,500/year

- Subscription: $1,875 a quarter (investment management and financial planning services)

> For clients with less than $750,000 in assets under management, investment management and financial planning services will be provided at a fixed fee of $7,500/year that is paid on quarterly basis at $1,875/quarter.

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: $109,904,649
- Discretionary: $109,904,649
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $21,005,122 |
| High net worth individuals | 33 | $88,055,739 |
| Charitable organizations | 1 | $843,788 |

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

### Firm details
- Registered since: 2025 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, MI, NH, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mdwmllc.com
- Facebook @MDWMLLC
- LinkedIn @md-wealth-management-llc

## Changes in the filing (last 12 months)

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MD Wealth Management, LLC (CRD 297823): Form ADV filing data as of October 2026.