{
  "crd_number": 171984,
  "slug": "mfa-wealth-advisors-llc-pittsburgh-pa-171984",
  "primary_business_name": "MFA WEALTH ADVISORS, LLC",
  "legal_name": "MFA WEALTH ADVISORS, LLC",
  "dbas": [
    "MCMAHON FINANCIAL ADVISORS, LLC",
    "MFA WEALTH"
  ],
  "city": "Pittsburgh",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "38300",
  "metro": {
    "cbsa_code": "38300",
    "common_name": "Pittsburgh",
    "msa_name": "Pittsburgh, PA",
    "path": "/advisors/pa/pittsburgh"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-06-25",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-08-06",
  "carried_forward": false,
  "raum_total": 605357769.0,
  "raum_discretionary": 602368541.0,
  "raum_non_discretionary": 2989228.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 13,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1428749.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 170455196.0,
      "count": 664
    },
    "pension_profit_sharing": {
      "raum": 107610.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 433366214.0,
      "count": 137
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IL",
    "LA",
    "MA",
    "MD",
    "NC",
    "NJ",
    "NY",
    "OH",
    "PA",
    "SC",
    "TX",
    "VA",
    "WV"
  ],
  "websites": [
    "https://linkedin.com/company/mfa-wealth",
    "https://mfawealth.com",
    "https://youtube.com/@MFAWealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171984",
  "city_as_filed": "PITTSBURGH",
  "url": "https://advisorcensus.com/firm/mfa-wealth-advisors-llc-pittsburgh-pa-171984",
  "display_name": "MFA Wealth Advisors, LLC",
  "summary": "MFA Wealth Advisors, LLC is an SEC-registered investment advisory firm in Pittsburgh, PA, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 6, 2026.",
  "citation": "AdvisorCensus. MFA Wealth Advisors, LLC (CRD 171984): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is MFA Wealth Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), MFA Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is MFA Wealth Advisors, LLC located?",
      "a": "MFA Wealth Advisors, LLC's principal office is in Pittsburgh, PA, according to its Form ADV."
    },
    {
      "q": "Is MFA Wealth Advisors, LLC registered with the SEC or a state?",
      "a": "MFA Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 171984."
    },
    {
      "q": "How much does MFA Wealth Advisors, LLC manage?",
      "a": "MFA Wealth Advisors, LLC reports $605,357,769 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (100% discretionary)."
    },
    {
      "q": "How have MFA Wealth Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for MFA Wealth Advisors, LLC: Regulatory assets under management: $333,176,481 in the October 2021 data and $605,357,769 in the October 2026 data, up 82%. Total employees: 8 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does MFA Wealth Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (664); high net worth individuals (137)."
    },
    {
      "q": "Which custodians does MFA Wealth Advisors, LLC use?",
      "a": "MFA Wealth Advisors, 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."
    },
    {
      "q": "Does MFA Wealth Advisors, LLC report any disciplinary disclosures?",
      "a": "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/171984"
    },
    {
      "q": "Does MFA Wealth Advisors, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 16, 2026 says: \"MFA does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.\""
    },
    {
      "q": "What changed in MFA Wealth Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 8 to 7. Regulatory assets under management went from $529,052,412 to $605,357,769 (+14%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 333176481.0,
      "total_employees": 8,
      "filing_date": "2021-09-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 399088516.0,
      "total_employees": 11,
      "filing_date": "2022-09-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 379116397.0,
      "total_employees": 14,
      "filing_date": "2023-10-04"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 479325610.0,
      "total_employees": 14,
      "filing_date": "2024-05-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 529052412.0,
      "total_employees": 11,
      "filing_date": "2025-04-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 605357769.0,
      "total_employees": 13,
      "filing_date": "2026-08-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 7.",
        "Regulatory assets under management went from $529,052,412 to $605,357,769 (+14%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 16, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "MFA does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."
        ]
      }
    ],
    "quotes": [
      "MFA does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/mfa-wealth-advisors-llc-pittsburgh-pa-171984.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 664,
      "fewer_than_5": false,
      "raum": 170455196.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 137,
      "fewer_than_5": false,
      "raum": 433366214.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 107610.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1428749.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171984",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}