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- Custodian
- Charles Schwab & Company · Interactive Brokers · JP Morgan · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- RidgeCatalyst +more
- Established Date
- 12-06-2018
- Office Locations
- 3
Office Locations
About M&a Wealth
M&A Wealth is an investment advisory firm serving retail and institutional clients, with a presence across Houston, New York, Miami, and Los Angeles. The team provides financial planning and portfolio construction, including tax, estate, charitable, and insurance planning support. Portfolios emphasize asset allocation and risk management, using ETFs and mutual funds and, where appropriate, alternatives/real estate and private placements. Custody includes Schwab and Interactive Brokers.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ADIL NOORALLAH MACKWANI
Chief Compliance Officer, Investment Advisor, Managing Member, President
- CRD
- #6694549
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
ROBERT CRUCES
--
- CRD
- #2641065
Dilip Philip John
--
- CRD
- #5202147
Quantum oak
Summit peak ridge
- CRD
- #48483
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,145,321 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,145,321 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,148,394
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | $969,542,797 | 11.4% |
| Equity - Exchange | $2,619,466,503 | 30.8% |
| Corporate - Investment Grade | $1,207,676,115 | 14.2% |
| Public Funds | $1,403,285,627 | 16.5% |
| Private Funds | $2,304,790,331 | 27.1% |
| Total | $8,504,761,373 | 100.0% |