# MFG Wealth Management, Inc.

> MFG Wealth Management, Inc. is an SEC-registered investment advisory firm in Indianapolis, IN, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 21, 2026.

- CRD: 125963
- Filed as: MFG WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: August 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/125963
- AdvisorCensus page: https://advisorcensus.com/firm/mfg-wealth-management-inc-indianapolis-in-125963

## Quick answers

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

**Where is MFG Wealth Management, Inc. located?**
MFG Wealth Management, Inc.'s principal office is in Indianapolis, IN, according to its Form ADV.

**Is MFG Wealth Management, Inc. registered with the SEC or a state?**
MFG Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 125963.

**How much does MFG Wealth Management, Inc. manage?**
MFG Wealth Management, Inc. reports $146,030,774 in regulatory assets under management in its Form ADV filing dated August 21, 2026 (100% discretionary).

**How have MFG Wealth Management, Inc.'s assets and staff changed since 2025?**
In the Form ADV data for MFG Wealth Management, Inc.: Regulatory assets under management: $111,823,019 in the October 2025 data and $146,030,774 in the October 2026 data, up 31%. Total employees: 4 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does MFG Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (288); high net worth individuals (39).

**Which custodians does MFG Wealth Management, Inc. use?**
MFG Wealth Management, 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 MFG Wealth Management, 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/125963

**What changed in MFG Wealth Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $111,823,019 to $130,603,449 (+17%).

## From the Form ADV filing

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

### 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: $146,030,774
- Discretionary: $146,030,774
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 288 | $64,768,845 |
| High net worth individuals | 39 | $81,261,929 |
| 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) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- calendly.com/MFGWEALTHMGMT
- mfgwealthmgmt.com
- Facebook @MFGWEALTHMANAGMENT
- Instagram @MFGWEALTHMGMT
- LinkedIn @25042350
- X @MFGWEALTHMGMT
- YouTube @UCeA5__k6BpVU9HWAOeUH1rA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $111,823,019 | 4 | May 21, 2025 |
| October 2026 | $146,030,774 | 4 | August 21, 2026 |

Regulatory assets under management: $111,823,019 in the October 2025 data and $146,030,774 in the October 2026 data, up 31%.
Total employees: 4 in October 2025 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $111,823,019 to $130,603,449 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MFG Wealth Management, Inc. (CRD 125963): Form ADV filing data as of October 2026.