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MFA WEALTH SERVICES
CRD 169013 · SEC 801-108548
100 E. THOUSAND OAKS BLVD., #258, THOUSAND OAKS, CA, 91360, United States
Phone
833-496-5474
Fax
805-852-2274
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$293.1M
Discretionary AUM
$292.4M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 215 | $238.5M |
| High net worth individuals | 9 | $54.6M |
States served
AZ, CA, CO, ID, IN, NV, NJ, NM, NC, OK, OR, PA, SC, TN, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD