AdvisorCensus / Financial advisors / Massachusetts / Boston / MFT Wealth Management
MFT Wealth Management
Filed as MFT WEALTH MANAGEMENT · Legal name MFT Wealth Management, Inc.
MFT Wealth Management is an SEC-registered investment advisory firm in Boston, MA, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 25, 2026.
Quick answers
From the filingHow is MFT Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), MFT Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is MFT Wealth Management located?
MFT Wealth Management's principal office is in Boston, MA, according to its Form ADV.
Is MFT Wealth Management registered with the SEC or a state?
MFT Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 339361.
How much does MFT Wealth Management manage?
MFT Wealth Management reports $30,600,000 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (100% discretionary).
What types of clients does MFT Wealth Management serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (11).
Which custodians does MFT Wealth Management use?
MFT Wealth Management'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 MFT Wealth Management 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/339361
What changed in MFT Wealth Management's recent Form ADV filings?
In the September 2026 filing data: Regulatory assets under management went from $136,330,348 to $30,600,000 (-78%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated August 24, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$30,600,000 as of October 2026, filing dated August 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
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
Registration and firm details
Items 1, 2, 5- Legal name
- MFT Wealth Management, Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (0 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- September 2026
- Regulatory assets under management went from $136,330,348 to $30,600,000 (-78%).
- April 2026
- Regulatory assets under management went from $0 to $136,330,348.
- February 2026
- Registered or notice-filed in TX.
- January 2026
- Newly registered with the SEC.
- December 2025
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. MFT Wealth Management (CRD 339361): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/mft-wealth-management-boston-ma-339361