MGB WEALTH MANAGEMENT, LLC

15455 Dallas Parkway
Suite 1080
Addison, Texas 75001
Tel: 469-965-4001

About MGB WEALTH MANAGEMENT, LLC

MGB WEALTH MANAGEMENT, LLC, formally registered with the SEC as MGB WEALTH MANAGEMENT, LLC. The firm was established in 04/03/2020. They have over 1 offices throughout the country.

MGB WEALTH MANAGEMENT, LLC is a Addison, Texas based Financial Planning firm with nearly $310,460,586 assets under management, offering retirement planning & investment advisory services to 287 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307995
SEC#	801-118395
Assets Managed by Firm	$310,460,586
No. of Clients	287
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	287	$310,460,586
Individuals (other than high net worth individuals)	27	$7,072,527
High net worth individuals	34	$300,484,450
Pension and profit sharing plans	1	$980,083
Charitable organizations	1	$1,923,526

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