MGB WEALTH MANAGEMENT, LLC

MGB WEALTH MANAGEMENT, LLC of ADDISON, TX is an SEC-registered investment adviser (CRD 307995). Regulatory assets under management: $421.9M.

Registration

• CRD: 307995
• SEC file number: 801-118395
• Type: Registered investment adviser
• Location: 15455 DALLAS PARKWAY, SUITE 1080, ADDISON, TX, 75001
• Phone: 469-965-4001
• Latest filing: 2025-03-24
• Regulatory AUM: $421.9M
• Discretionary AUM: $340.6M
• Non-discretionary AUM: $81.4M
• Clients: 5
• Accounts: 305

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307995 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search