# MG&A Wealth

> MG&A Wealth is an SEC-registered investment advisory firm in Plantation, FL, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 29, 2026.

- CRD: 284866
- Filed as: MG&A WEALTH
- Legal name: MEG Green & Associates, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Plantation, FL
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284866
- AdvisorCensus page: https://advisorcensus.com/firm/mg-and-a-wealth-plantation-fl-284866

## Quick answers

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

**Where is MG&A Wealth located?**
MG&A Wealth's principal office is in Plantation, FL, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is MG&A Wealth registered with the SEC or a state?**
MG&A Wealth is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 284866.

**How much does MG&A Wealth manage?**
MG&A Wealth reports $1,017,902,995 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (85% discretionary).

**How have MG&A Wealth's assets and staff changed since 2021?**
In the Form ADV data for MG&A Wealth: Regulatory assets under management: $761,201,850 in the October 2021 data and $1,017,902,995 in the October 2026 data, up 34%. Total employees: 13 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does MG&A Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (413); high net worth individuals (231); charitable organizations (9).

**Which custodians does MG&A Wealth use?**
MG&A Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does MG&A Wealth 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/284866

**Does MG&A Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "We do not require a specific minimum to open and maintain an advisory account."

**What changed in MG&A Wealth's recent Form ADV filings?**
In the October 2026 filing data: Added an office in London.

## 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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: None

> We do not require a specific minimum to open and maintain an advisory account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $1,017,902,995
- Discretionary: $868,365,579
- Non-discretionary: $149,537,416

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 413 | $125,845,559 |
| High net worth individuals | 231 | $833,708,261 |
| 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) | 2 | $47,147,286 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 9 | $605,245 |
| 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 | 2 | $10,596,644 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 15 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, NC, NE, NJ, NY, PR, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- London
- San Juan, PR

### Websites listed on Form ADV (Item 1.I)
- meggreen.com
- mgawealth.com
- Instagram @mgawealth
- LinkedIn @meg-green-&-associates
- Facebook @100023483845984

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $761,201,850 | 13 | March 30, 2021 |
| October 2022 | $759,668,199 | 13 | March 25, 2022 |
| October 2023 | $709,195,186 | 11 | April 27, 2023 |
| October 2024 | $718,512,598 | 12 | June 7, 2024 |
| October 2025 | $821,377,447 | 12 | March 28, 2025 |
| October 2026 | $1,017,902,995 | 15 | September 29, 2026 |

Regulatory assets under management: $761,201,850 in the October 2021 data and $1,017,902,995 in the October 2026 data, up 34%.
Total employees: 13 in October 2021 and 15 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Added an office in London.

### April 2026
- Regulatory assets under management went from $801,711,866 to $1,017,902,995 (+27%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MG&A Wealth (CRD 284866): Form ADV filing data as of October 2026.