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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Bridge radial
- Established Date
- 06-25-2014
- Office Locations
- 2
Office Locations
About MFA Wealth Advisors, LLC
MFA Wealth Advisors is a Pittsburgh-based RIA providing concierge-style wealth management and financial planning for individuals and families. The firm follows a relationship-driven process (consultation, statement reviews, annual meetings) and offers two in-house portfolio programs: MAP™ using advanced financial planning technology and a Compass process geared to sophisticated portfolio management. Firm leadership is active in market commentary, including appearances on Fox Business.
Team overview
Insights
Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRISTOPHER SEAN MCMAHON
Chief Executive Officer, Chief Investment Officer, Investment Advisor, President
- CRD
- #1637681
- Ownership
- Less than 5%
MEGAN MARIE PETRUSKA
Chief Operating Officer, Chief Operations Officer
- CRD
- #5041200
- Ownership
- Less than 5%
Timber delta
Horizon vertex
- CRD
- #88169
- Ownership
- 12.8%
Showing 2 of 3 owners & executives
Unlock allContacts
GREGORY ROBERT DUKES
--
- CRD
- #4441372
NATHAN LOUIS FULKMAN
Advisor
- CRD
- #6233195
Element legacy
Vital ridge
- CRD
- #40093
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $602,368,541 | $310,179 |
| Non-Discretionary | $2,989,228 | $32,849 |
| Total | $605,357,769 | $297,766 |
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Separately Managed Accounts
Total SMA Asset: $605,357,769
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $65,472,311 | 15.9% |
| Equity - Exchange | $110,767,620 | 26.9% |
| Cash | $235,535,607 | 57.2% |
| Total | $411,775,538 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS SUMMIT PEAK | MATRIX FOCUS | ZPYXJCF5T | RGR | 9.20% | $8,551,969 |
| VERTEX VITAL SUMMIT | RADIAL NORTH | H5QZBS1ZS | UDEUM | 3.76% | $104,316,242 |
| SIGNAL BEACON | BRIDGE INSIGHT | 2JJSEY4WB | ZUJPY | 10.93% | $46,926,421 |
| HARBOR CAPITAL PIONEER | MATRIX MATRIX | 8YB9AN6PC | FHQQ | 9.81% | $27,660,456 |
| FRONTIER ZENITH EAGLE | HARBOR VECTOR | 94AEP4U7V | EDAZF | 10.40% | $4,666,357 |
| EAGLE ELEMENT | VITAL LEGACY | DQE81XOTL | GMI | 2.64% | $115,456,976 |
| VITAL FUSION | INSIGHT BRIDGE | Z8J79IT53 | ZHG | 11.03% | $76,021,539 |
| EMBER INSIGHT | EMBER SUMMIT | GHOW7LFD9 | ZSY | 1.50% | $2,468,350 |