$105.2M Total AUM
$105.2M Disc. AUM
-- 3Y CAGR
1 Employees
186 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Alpha bridgeSignal optima +more
- Established Date
- 07-25-2019
- Office Locations
- 1
Office Locations
20 Commerce Drive, Suite 135 Cranford NJ
About MD Wealth Advisors INC
MD Wealth Advisors is a planning-led RIA providing comprehensive financial planning and ongoing investment/wealth management for families and professionals, including physicians and business owners. Portfolios emphasize risk-aware diversification across global asset classes with heavy ETF use alongside fixed income. Founded by Mohit Desai (tax and financial planning background), the firm works with custodians such as Schwab and Fidelity and uses eMoney for planning.
Team overview
41 AVG AGE
$105.2M AVG AUM / ADVISOR
$565.6K AVG AUM / CLIENT
7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Foundation prime Horizon Vector
Client Personas
Vector peak Harbor
Custodian
Foundation Catalyst North Radial pathway Quantum Peak
Investment Themes
Vital Harbor ember
Investment Vehicles
Frontier Summit glacier Vector north
Platform
Delta
Services
Pathway Vital Frontier Eagle Capital Peak fusion Timber alpha Ridge Summit capital
Technology
Radial Quantum eagle Signal
Owner & Executives
Mohit Desai
Chief Compliance Officer, Owner
- CRD
- #5744579
- Ownership
- 75% or more
(837) 512-5522
harbor.eagle@pioneercapital.com
in linkedin.com/in/bridge-vector
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,204,224 | $265,667 |
| Non-Discretionary | $0 | -- |
| Total | $105,204,224 | $265,667 |
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Separately Managed Accounts
Total SMA Asset: $105,204,224
Equity - Exchange:
23.9% Cash:
13.1% U.S. Government/Agency:
9.5% Corporate - Investment Grade:
26.3% Municipal Bonds:
27.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $214,011,957 | 23.9% |
| Cash | $117,303,625 | 13.1% |
| U.S. Government/Agency | $85,067,514 | 9.5% |
| Corporate - Investment Grade | $235,502,697 | 26.3% |
| Municipal Bonds | $243,561,726 | 27.2% |
| Total | $895,447,519 | 100.0% |