MGO PRIVATE WEALTH, LLC

111 Pacifica
Suite 300
Irvine, California 92618
Tel: (949) 207-3241

About MGO PRIVATE WEALTH, LLC

MGO PRIVATE WEALTH, LLC, formally registered with the SEC as MGO PRIVATE WEALTH, LLC. The firm was established in 07/06/2016. They have over 2 offices throughout the country.

MGO PRIVATE WEALTH, LLC is a Irvine, California based Financial Planning firm with nearly $287,522,130 assets under management, offering retirement planning & investment advisory services to 341 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283909
SEC#	801-108057
Assets Managed by Firm	$287,522,130
No. of Clients	341
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	341	$287,522,130
Individuals (other than high net worth individuals)	118	$25,897,851
High net worth individuals	44	$204,114,707
Pension and profit sharing plans	Fewer than 5 clients	$46,499,096
Charitable organizations	Fewer than 5 clients	$10,776,083
Corporations or other businesses	Fewer than 5 clients	$234,393

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