# MFT Wealth Management

> 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.

- CRD: 339361
- Filed as: MFT WEALTH MANAGEMENT
- Legal name: MFT Wealth Management, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/339361
- AdvisorCensus page: https://advisorcensus.com/firm/mft-wealth-management-boston-ma-339361

## Quick answers

**How 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

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

### 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: $30,600,000
- Discretionary: $30,600,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $300,000 |
| High net worth individuals | 11 | $30,300,000 |
| 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

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MFT Wealth Management (CRD 339361): Form ADV filing data as of October 2026.